Plan Snapshot
- Plan Sponsor: Pace University
- Sponsor EIN: 135562314
- Sponsor Address: 100 SUMMIT LAKE DRIVE, 3RD FLOOR, VALHALLA, NY, 10595
- Plan Type: 403(b)
- Total Participants: 2,350
- Total Assets: $881.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,350 | $881.5M | $12.3M | $12.9M |
| 2023 | 2,311 | $814.8M | $11.8M | $12.4M |
| 2022 | 2,271 | $739.3M | $11.4M | $11.5M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $33,075 | — | $33,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,075
- Estimated Expense Ratio: 0.004% 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 | $476,672 | $218,114 | $568 | $33,075 | — |
| 2023 | $341,863 | $81,000 | $20,120 | $37,500 | — |
| 2022 | $292,726 | $81,000 | — | — | $35,800 |