Plan Snapshot
- Plan Sponsor: Pace Industry Union-Management Pension Fund
- Sponsor EIN: 116166763
- Sponsor Address: 1101 KERMIT DRIVE, SUITE 800, NASHVILLE, TN, 37217
- Plan Type: DB
- Total Participants: 3,184
- Total Assets: $2.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,184 | $2.8B | $54.2M | $0 |
| 2023 | 3,134 | $2.7B | $17.7M | $0 |
| 2022 | 3,192 | $1.3B | $13.9M | $0 |
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 |
|---|---|---|---|---|
| THE SEGAL COMPANY (EASTERN STATES), | SERVICE PROVIDER | $890,107 | — | $890,107 |
| BREDHOFF & KAISER, PLLC | SERVICE PROVIDER | $530,459 | — | $530,459 |
| MORGAN STANLEY MITH BARNEY LLC | SERVICE PROVIDER | $300,000 | — | $300,000 |
| CAROLYN ADAMS-ROSSIGNOL | EMPLOYEE | $256,166 | — | $256,166 |
| OLYMBEC USA LLC | SERVICE PROVIDER | $229,592 | — | $229,592 |
| DOUG CORZINE | EMPLOYEE | $213,525 | — | $213,525 |
| MEREDITH ALBRIGHT | EMPLOYEE | $198,862 | — | $198,862 |
| LISA ELLIS | EMPLOYEE | $172,693 | — | $172,693 |
| DONALD TAYLOR | EMPLOYEE | $171,686 | — | $171,686 |
| THE AME GROUP | SERVICE PROVIDER | $162,719 | — | $162,719 |
| MATTHEW COLLINS | EMPLOYEE | $152,820 | — | $152,820 |
| THOMAS ELEFANTE | EMPLOYEE | $152,645 | — | $152,645 |
| TONISHA FRANKLIN | EMPLOYEE | $149,542 | — | $149,542 |
| PEGGY BYRD | EMPLOYEE | $148,551 | — | $148,551 |
| MATTHEW RAY | EMPLOYEE | $141,952 | — | $141,952 |
| PRISMA NASHVILLE LLC | SERVICE PROVIDER | $139,730 | — | $139,730 |
| KELLY DAVIS | EMPLOYEE | $139,242 | — | $139,242 |
| US BANK, NA | SERVICE PROVIDER | $135,909 | — | $135,909 |
| CHRISTINA ANNENKOFF | EMPLOYEE | $133,930 | — | $133,930 |
| JOY WINFREY | EMPLOYEE | $131,844 | — | $131,844 |
| MELANIE ADAMS | EMPLOYEE | $123,632 | — | $123,632 |
| ANDY GRIMM | EMPLOYEE | $121,090 | — | $121,090 |
| JUAN CAVALLINI | EMPLOYEE | $118,840 | — | $118,840 |
| SANDRA MCKEE | EMPLOYEE | $117,968 | — | $117,968 |
| KATRINA BURNETTE | EMPLOYEE | $115,656 | — | $115,656 |
| JACOB SINGER | EMPLOYEE | $115,561 | — | $115,561 |
| AUBREY DICKERSON | EMPLOYEE | $114,868 | — | $114,868 |
| SHARONIA PAYNE | EMPLOYEE | $112,239 | — | $112,239 |
| BEN MYRICK | EMPLOYEE | $111,517 | — | $111,517 |
| EMILY NELMS | EMPLOYEE | $111,016 | — | $111,016 |
| ANTHONY MANCINI | EMPLOYEE | $110,327 | — | $110,327 |
| CHARLOTTE DALE | EMPLOYEE | $106,231 | — | $106,231 |
| JENNIFER BLOCK | EMPLOYEE | $104,915 | — | $104,915 |
| SEAN VANORDER | EMPLOYEE | $104,815 | — | $104,815 |
| LINDA HOOD | EMPLOYEE | $98,231 | — | $98,231 |
| MATTHEW CONTI | EMPLOYEE | $95,665 | — | $95,665 |
| PEEBLES DAWOODI | EMPLOYEE | $94,562 | — | $94,562 |
| CARMEN COOPER | EMPLOYEE | $93,226 | — | $93,226 |
| NICOLE LAVENDER | EMPLOYEE | $91,433 | — | $91,433 |
| SHAUN SAVAGE | EMPLOYEE | $90,322 | — | $90,322 |
| DONNA MILLER | EMPLOYEE | $90,123 | — | $90,123 |
| MARY ALDAY | EMPLOYEE | $86,853 | — | $86,853 |
| LBMC TECHNOLOGY SOLUTIONS, LLC | SERVICE PROVIDER | $85,990 | — | $85,990 |
| SEGAL SELECT INSURANCE | SERVICE PROVIDER | — | $85,257 | $85,257 |
| SARA MULLINS | EMPLOYEE | $84,534 | — | $84,534 |
| JIEUN LEE | EMPLOYEE | $83,885 | — | $83,885 |
| ANGELA FITZPATRICK | EMPLOYEE | $68,157 | — | $68,157 |
| CHERRY BEKAERT LLP | SERVICE PROVIDER | $52,815 | — | $52,815 |
| REBECCA HALEY | EMPLOYEE | $46,439 | — | $46,439 |
| CHARLES KNIGHT | EMPLOYEE | $44,025 | — | $44,025 |
| ASYLAS, LLC | SERVICE PROVIDER | $42,289 | — | $42,289 |
| LEGACY PROFESSIONALS | SERVICE PROVIDER | $40,116 | — | $40,116 |
| JOE LAST | SERVICE PROVIDER | $35,416 | — | $35,416 |
| DAVID W. NEW, P.C. | TRUSTEE | $19,728 | — | $19,728 |
| CYBER MAXX, LLC | SERVICE PROVIDER | $16,493 | — | $16,493 |
| MATTHEW GANN | SERVICE PROVIDER | $16,016 | — | $16,016 |
| DE LAGE LANDEN FINANCIAL SERVICES | SERVICE PROVIDER | $15,219 | — | $15,219 |
| NCCMP | SERVICE PROVIDER | $9,000 | — | $9,000 |
| DOMINION PAYROLL | SERVICE PROVIDER | $7,710 | — | $7,710 |
| USI CONSULTING GROUP | SERVICE PROVIDER | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER, PLLC — SERVICE PROVIDER
- MORGAN STANLEY MITH BARNEY LLC — SERVICE PROVIDER
- US BANK, NA — SERVICE PROVIDER
- LEGACY PROFESSIONALS — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,639,403
- Estimated Expense Ratio: 0.269% 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 | $11,688,949 | $3,523,281 | $470,019 | $52,815 | — |
| 2023 | $13,507,910 | $1,499,719 | $7,587 | $1,716 | — |
| 2022 | $5,746,243 | $1,174,008 | — | — | $1,386,799 |