Plan Snapshot
- Plan Sponsor: Pace Engineers, INC.
- Sponsor EIN: 911553757
- Sponsor Address: 11255 KIRKLAND WAY, SUITE 300, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $15.0M | $0 | $951,836 |
| 2023 | 118 | $13.4M | $0 | $974,419 |
| 2022 | 121 | $11.2M | $0 | $989,790 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $35,035 | — | $35,035 |
| NWPS | Recordkeeper | $24,553 | — | $24,553 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,588
- Estimated Expense Ratio: 0.397% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $57,565 | $33,012 | — | — | — |
| 2023 | $52,287 | $29,260 | — | — | — |
| 2022 | $48,545 | $30,230 | — | — | $18,315 |