Nicole OTT signed Pace Analytical Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pace Analytical Services, LLC's EIN is 41-1821617.
Download the official 2024 Form 5500 (PDF) for Pace Analytical Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pace Analytical Services, 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 | $471K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $0 | $36.6M | 12.3% | |
| T. ROWE PRICE RTM 2030 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $0 | $29.8M | 10.0% | |
| T. ROWE PRICE RTM 2050 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $0 | $22.1M | 7.5% | |
| T. ROWE PRICE RTM 2040 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $0 | $21.4M | 7.2% | |
| T. ROWE PRICE RTM 2045 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $0 | $19.8M | 6.7% | |
| T. ROWE PRICE RTM 2035 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $0 | $19.0M | 6.4% | |
| Vanguard Group | Mutual Funds | — | $0 | $18.7M | 6.3% | |
| T. ROWE PRICE RTM 2055 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $0 | $17.7M | 6.0% | |
| T. ROWE PRICE RTM 2060 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $0 | $15.3M | 5.2% | |
| Principal Global Investors Trust Co | Common Stocks | — | $0 | $10.9M | 3.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $10.9M | 3.7% | |
| T. ROWE PRICE RTM 2025 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $0 | $10.0M | 3.4% | |
| T. Rowe Price Trust Company | Common Stocks | — | $0 | $7.9M | 2.7% | |
| The American Funds | Mutual Funds | — | $0 | $7.6M | 2.6% | |
| Fidelity Investments | Mutual Funds | — | $0 | $6.3M | 2.1% | |
| T. ROWE PRICE RTM 2065 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $0 | $6.3M | 2.1% | |
| Metropolitan Life Insurance Co | Common Stocks | — | $0 | $5.5M | 1.8% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $5.4M | 1.8% | |
| MFS Investment Management | Mutual Funds | — | $0 | $5.4M | 1.8% | |
| Delaware Investments | Other securities | — | $0 | $5.2M | 1.8% | |
| T. ROWE PRICE RTM 2020 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $0 | $5.0M | 1.7% | |
| Fidelity Investments | Mutual Funds | — | $0 | $3.8M | 1.3% | |
| MFS Investment Management | Mutual Funds | — | $0 | $3.8M | 1.3% | |
| T. Rowe Price Trust Company | Common Stocks | — | $0 | $3.6M | 1.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3.2M | 1.1% | |
| Principal Life Insurance Company | Common Stocks | — | $0 | $3.2M | 1.1% | |
| Fidelity Investments | Mutual Funds | — | $0 | $3.0M | 1.0% | |
| American Century Investments | Other securities | — | $0 | $2.4M | 0.8% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.9M | 0.6% | |
| Fidelity Investments | Mutual Funds | — | $0 | $1.8M | 0.6% | |
| T. ROWE PRICE RTM 2015 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $0 | $1.6M | 0.5% | |
| T. ROWE PRICE RTM 2010 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $679K | 0.2% | |
| Participant Loans | Participant loans | — | $0 | $679K | 0.2% | |
| T. ROWE PRICE RTM 2005 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $0 | $614K | 0.2% | |
| FIDELITY ADVSR STBL VALUE C I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INV ADV, PARTICIPANTS | $0 | — |
