Pace Analytical Retirement Savings Plan — Form 5500 plan (Pace Analytical Services, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pace Analytical Retirement Savings Plan is a benefit plan reported by Pace Analytical Services, LLC under EIN 41-1821617 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,325 participants and $225,365,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pace Analytical Services, LLC
- EIN
- 41-1821617
- Plan number
- 001
- Plan type
- 2
- Location
- Roseville, MN
- Latest filing year
- 2023
- Participants
- 5,325
- End-of-year plan assets
- $225,365,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,325 | H, C | 20241015110924NAL0016204723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $225,365,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,365,703
- Net assets (BOY)
- $183,963,851
Income & contributions
- Employer contributions
- $4,166,269
- Participant contributions
- $17,360,604
- Total contributions
- $24,722,637
- Total income / additions
- $58,477,417
Expenses & distributions
- Benefits paid
- $21,797,677
- Administrative expenses
- $382,398
- Total expenses
- $22,182,841
- Net increase / (decrease)
- $36,294,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $382,398 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $0 | $65,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pace Analytical Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Roseville, MN
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation