Plan Snapshot
- Plan Sponsor: Pace Industries LLC
- Sponsor EIN: 208436490
- Sponsor Address: 2049 E. JOYCE BLVD, FAYETTEVILLE, AR, 72703
- Plan Type: 401(k)
- Total Participants: 1,087
- Total Assets: $56.5M
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 | 1,087 | $56.5M | $1.7M | $3.5M |
| 2023 | 1,455 | $56.5M | $23,347 | $4.2M |
| 2022 | 1,725 | $57.1M | $1.5M | $5.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $205,324 | — | $205,324 |
| MORGAN STANLEY | INVESTMENT MANAGEMENT | $19,898 | — | $19,898 |
| MORGAN STANLEY GLOBAL | INVESTMENT ADVISORY | $19,598 | — | $19,598 |
| FROST PLLC | INVESTMENT ADVISORY | $18,161 | — | $18,161 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT MANAGEMENT
- MORGAN STANLEY GLOBAL — INVESTMENT ADVISORY
- FROST PLLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $262,981
- Estimated Expense Ratio: 0.466% 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 | $262,981 | $54,970 | $208,011 | — | — |
| 2023 | $245,615 | $38,246 | $207,369 | — | — |
| 2022 | $229,957 | $31,883 | $198,074 | — | — |