Original filing (PDF)20251014081142NAL0003349968001

P.E.A.C.E., Inc.

Name: P.E.A.C.E., Inc. — 401(k) Profit Sharing Plan for, Form 5500 (2024)
Creator: P.E.A.C.E., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of P.E.A.C.E., Inc.

401(k) retirement plan · P.E.A.C.E., Inc.'s 401(k) Profit Sharing Plan for Employees of P.E.A.C.E., Inc. held $10.3M in plan assets for 329 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

40% employer stock

Active participants

329

Accounts w/ balance

625

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.E.A.C.E., INC..

Plan sponsor

Name

P.E.A.C.E., INC.

EIN

16-6095039all filings

Address

217 S SALINA ST · SYRACUSE, NY · 132021501

Phone

(315) 470-3300

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$10K	—

Investments

39 direct securities · 1 pooled fund· $20.3M(100% of reported assets)

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.

Pooled Separate Account

$10.0M

1 holding

Pooled Separate Accounts

$5.0M

26 holdings

Common Stocks

$4.5M

8 holdings

Mutual Funds

$550K

4 holdings

Other securities

$284K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$10.0M	97.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stocks	—	—	$1.7M	17.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stocks	—	—	$1.1M	10.8%
Mutual of America 2025 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$928K	9.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stocks	—	—	$856K	8.3%
Mutual of America 2050 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$803K	7.8%
Mutual of America Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$688K	6.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stocks	—	—	$562K	5.5%
Mutual of America 2045 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$518K	5.0%
T. Rowe Price Blue Chip Growth Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$374K	3.6%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$348K	3.4%
FULLY-BENEFIT RESPONSIVE FIXED ANNUITY CONTRACTS * Mutual of America Interest Accumulation Account Fixed annuity contract	Other securities	—	—	$284K	2.8%
Mutual of America 2015 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$272K	2.6%
Mutual of America Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$269K	2.6%
Mutual of America Mid-Cap Equity Index Pooled separate account	Pooled Separate Accounts	—	—	$183K	1.8%
Mutual of America 2055 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$163K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$138K	1.3%
Fidelity VIP Equity-Income Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$132K	1.3%
Vanguard VIF Diversified Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$123K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stocks	—	—	$95K	0.9%
Vanguard VIF REIT Index Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$81K	0.8%
PIMCO VIT Real Return Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$76K	0.7%
Mutual of America Small Cap Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$64K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio 990 . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stocks	—	—	$58K	0.6%
American Century VP Capital Appreciation Pooled separate account	Pooled Separate Accounts	—	—	$55K	0.5%
Mutual of America All America Fund Pooled separate account	Pooled Separate Accounts	—	—	$53K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$48K	0.5%
Mutual of America Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$47K	0.5%
Mutual of America 2065 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$38K	0.4%
Mutual of America International Fund Pooled separate account	Pooled Separate Accounts	—	—	$20K	0.2%
Fidelity VIP Asset Manager Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.2%
Mutual of America Conservative Allocation Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series 0 . GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio 313 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Mutual Funds	—	—	$16K	0.2%
Mutual of America Moderate Allocation Pooled separate account	Pooled Separate Accounts	—	—	$15K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stocks	—	—	$14K	0.1%
Mutual of America Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$14K	0.1%
Vanguard VIF International Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$10K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund 103 . GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stocks	—	—	$9K	<0.1%
Mutual of America Invesco Oppenheimer VA Main Street Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Total Bond Market Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%