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Original filing (PDF)20250630090453NAL0006525731001
PACE RESOURCES, INC.
Form 5500
FILING_RECEIVED
PACE RESOURCES, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~1787 bps in Sched C feesNo recordkeeper disclosed
Active participants
162
Accounts w/ balance
—
Plan assets (EOY)
$477K
Net assets (EOY)
$208K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional" is 100% of plan.
- 1787 bps in Schedule C fees — 1031% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
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 W. PHILADELPHIA STREET · YORK, PA · 17401
Phone
(717) 852-1311
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
511
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
EMC CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | 23-3086396 | — | BROKER | $57K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHMARK | 23-1294723 | — | ADMIN | $14K | — |
| BENEFITMALL | — | TOWSON, MD | ADMIN | $12K | — |
Investments
1 direct security· $194K(41% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Money Market Fund * Wilmington Funds Wilmington U.S. Govt Money Market Class Institutional | — | — | $194K | $194K | 40.7% |
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