Sharon Lecolas signed Pace Industries LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pace Industries LLC's EIN is 20-8436490.
Download the official 2024 Form 5500 (PDF) for Pace Industries LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pace Industries 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $205K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT MANAGEMENT | $20K | — |
| MORGAN STANLEY GLOBAL |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $8.8M | 15.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $6.8M | 12.0% | |
| Galliard Capital Management Stable Return Fund | Other securities | — | — | $6.4M | 11.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $6.1M | 10.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $5.8M | 10.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 7.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $4.1M | 7.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 5.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.7M | 4.8% | |
| PIONEER LG CP GR PORT CL R1 GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $2.6M | 4.5% | |
| Columbia Contrarian Core Fund | Other securities | — | — | $2.0M | 3.5% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $1.9M | 3.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.6M | 2.9% | |
| and maturity dates from January 2025 through February 2039 | Other securities | — | — | $1.6M | 2.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.5M | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $710K | 1.3% | |
| Invesco Equity and Income Fund | Mutual Funds | — | — | $502K | 0.9% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $223K | 0.4% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $118K | 0.2% | |
| Investments Mutual funds AB LP AB Small Cap Growth Portfolio | Other securities | — | — | $86K | 0.2% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $28K | <0.1% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Virtus KAR Small Cap Value Fund | Other securities | — | — | $14K | <0.1% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $9K | <0.1% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| INVESTMENT ADVISORY |
| $20K |
| — |
| FROST PLLC | 71-0817652 | — | INVESTMENT ADVISORY | $18K | — |
