Plan Snapshot
- Plan Sponsor: Pace Resources, INC.
- Sponsor EIN: 231284813
- Sponsor Address: 445 W. PHILADELPHIA STREET, YORK, PA, 17401
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 161
- Total Assets: $396,907
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. |
|---|---|---|---|---|
| 2025 | 161 | $396,907 | $0 | $0 |
| 2024 | 162 | $477,301 | $2.7M | $414,150 |
| 2023 | 175 | $7,540 | $2.2M | $368,510 |
| 2022 | 161 | $143,518 | $1.6M | $356,035 |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $116,056 | — | $116,056 |
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $57,014 | — | $57,014 |
| BENEFITMALL | Other Service Provider | $12,162 | — | $12,162 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,232
- Estimated Expense Ratio: 46.669% 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 |
|---|---|---|---|---|---|
| 2025 | $3,232,690 | — | $228,604 | $7,200 | — |
| 2024 | $128,827 | — | $120,910 | $7,017 | — |
| 2023 | $166,091 | — | $158,290 | $6,901 | — |
| 2022 | $269,418 | — | — | — | — |