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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | $52,815 | — | $52,815 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,815
- Estimated Expense Ratio: 0.002% 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 |