Susan Lauher signed The Pace Gallery, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Pace Gallery, LLC's EIN is 13-3745554.
Download the official 2024 Form 5500 (PDF) for The Pace Gallery, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Pace Gallery, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $7.2M | 37.5% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $2.9M | 15.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.8M | 9.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $1.0M | 5.4% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $972K | 5.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $561K | 2.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $540K | 2.8% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $532K | 2.8% | |
| COLUMBIA TOTAL RETURN BOND I3 | Registered Investment Companies | — | — | $422K | 2.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $411K | 2.1% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $387K | 2.0% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $355K | 1.9% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $257K | 1.3% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $231K | 1.2% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $138K | 0.7% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $86K | 0.4% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $21K | 0.1% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $55K |
| — |
