Plan Snapshot
- Plan Sponsor: Pace Resources, INC.
- Sponsor EIN: 231284813
- Sponsor Address: 445 WEST, PHILADELPHIA STREET, YORK, PA, 17401
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $50.8M
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 | 241 | $50.8M | $279,773 | $1.7M |
| 2023 | 253 | $48.1M | $273,621 | $1.6M |
| 2022 | 257 | $43.9M | $275,118 | $1.5M |
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 |
|---|---|---|---|---|
| EMC CPA'S LLC | NONE | $7,813 | — | $7,813 |
| EMC CPAS LLC | Auditor | $7,813 | — | $7,813 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMC CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,626
- Estimated Expense Ratio: 0.031% 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 | $12,779 | — | — | $7,813 | — |
| 2023 | $11,970 | — | — | $8,248 | — |
| 2022 | $11,150 | — | — | — | $7,850 |