Pace Industries Savings And Investment Plan
Sponsored by Pace Industries Llc · EIN 208436490 · Plan #001
- Total assets
- $56.5M
- Net assets
- $56.4M
- Active participants
- 1,087
- With balances
- 1,235
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $205,324 |
| Morgan Stanley | Investment management, Direct payment from the plan, Other fees | $19,898 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $19,598 |
| Frost Pllc | Investment advisory (plan), Direct payment from the plan | $18,161 |