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Original filing (PDF)20250714123732NAL0001068273001
PACE RESOURCES, INC.
Form 5500
FILING_RECEIVED
PACE RESOURCES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
241
Accounts w/ balance
371
Plan assets (EOY)
$50.8M
Net assets (EOY)
$50.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACE RESOURCES, INC..
Plan sponsor
Name
PACE RESOURCES, INC.
EIN
23-1284813
Address
445 WEST, PHILADELPHIA STREET · YORK, PA · 17401
Phone
(717) 852-1312
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EMC CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMC CPA'S LLC | — | YORK, PA | NONE | $8K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $4K | — |
Investments
28 direct securities · 2 pooled funds· $51.2M(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.
Uncategorized
$47.4M
28 holdings
Common Collective Trust
$3.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $6.8M | 13.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $6.1M | 12.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $5.5M | 10.8% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $5.2M | 10.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $4.0M | 8.0% | |
| TRP STABLE VALUE TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.4% | |
| The Vanguard Group Vanguard Large Cap Index Fund | — | — | — | $3.0M | 5.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $2.9M | 5.8% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $2.1M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.7M | 3.3% | |
| The Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $1.1M | 2.2% | |
| T. Rowe Price T. Rowe Price New Horizons Fund | — | — | — | $938K | 1.8% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $920K | 1.8% | |
| American Funds American Funds Europacific Growth R6 | — | — | — | $833K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $807K | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $732K | 1.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund | — | — | — | $719K | 1.4% | |
| Eagle Asset Management Carillon Eagle Mid Cap Growth R6 | — | — | — | $661K | 1.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $636K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement Balance Fund | — | — | — | $572K | 1.1% | |
| T. Rowe Price T. Rowe Price Equity Income Fund | — | — | — | $550K | 1.1% | |
| T. Rowe Price T. Rowe Price Equity Index Trust | — | — | — | $512K | 1.0% | |
| TRP INTL COMN TRST FD-EQT INDX TRST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $512K | 1.0% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $270K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $260K | 0.5% | |
| The Vanguard Group Vanguard Short-Term Investment Grade | — | — | — | $200K | 0.4% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $175K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $99K | 0.2% | |
| T. Rowe Price U.S. Treasury Money Fund | — | — | — | $67K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $63K | 0.1% |