Back to filter
Original filing (PDF)20251003112641NAL0000776595001
PACE COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
PACE COMMUNICATIONS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
124
Accounts w/ balance
278
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
14 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)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACE COMMUNICATIONS, INC..
Plan sponsor
Name
PACE COMMUNICATIONS, INC.
EIN
56-1359910
Address
1301 CAROLINA ST · GREENSBORO, NC · 27401
Phone
(336) 378-6065
Industry
Information / Tech / Mediasee all
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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $45K | — |
| GILLIAM BELL MOSER LLP | 56-0587953 | — | CONSULTANT | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIZ MAZARS LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
16 direct securities · 14 pooled funds· $29.6M(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.
Common Collective Trust
$19.8M
14 holdings
Uncategorized
$9.0M
15 holdings
Mutual Funds
$875K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.4M | 14.7% | |
| Fidelity 500 Index Fund | — | — | — | $4.2M | 14.3% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.7M | 12.3% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.3M | 11.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 6.7% | |
| Jennison Growth Fund Z | — | — | — | $1.6M | 5.6% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 4.6% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| Fidelity External Market Index | — | — | — | $1.0M | 3.5% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $911K | 3.1% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $885K | 3.0% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $875K | 3.0% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $437K | 1.5% | |
| MFS Discovery Value Fund | — | — | — | $395K | 1.3% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $372K | 1.3% | |
| American Funds New World Fund | — | — | — | $345K | 1.2% | |
| Victory Small Company Opportunity Fund I | — | — | — | $338K | 1.1% | |
| Pioneer Trust Strategic Income Y | — | — | — | $272K | 0.9% | |
| Baird Core Plus Institute | — | — | — | $263K | 0.9% | |
| Fidelity U.S. Bond Index | — | — | — | $178K | 0.6% | |
| maturing through June 2033 | — | — | — | $98K | 0.3% | |
| Fidelity Global Index | — | — | — | $50K | 0.2% | |
| Principal Trust Diversified Real Asset CIT | — | — | — | $37K | 0.1% | |
| Money Market * Fidelity Government Money Market Fund | — | — | — | $26K | <0.1% | |
| PLT HYBRID 2015 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $24K | <0.1% | |
| American Century Sustainable EQ R6 | — | — | — | $23K | <0.1% | |
| PLT HYBRID 2065 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $16K | <0.1% | |
| Common Collective Trust Funds Principal Trust LifeTime Income Fund | — | — | — | $4K | <0.1% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% |
Related plans
Other plans using MMA SECURITIES
UNIVERSAL HEALTH SERVICES, INC.
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
$3.7B · 64,799 participants
CASE NEW HOLLAND INDUSTRIAL INC.
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN
$2.3B · 9,601 participants
GLOBALFOUNDRIES U.S. INC.
GLOBALFOUNDRIES U.S. INC. 401(K) PLAN
$1.2B · 4,786 participants
VF CORPORATION
VF 401K SAVINGS PLAN
$1.1B · 14,211 participants
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN
$1.0B · 31,022 participants
PACTIV EVERGREEN SERVICES INC.
EMPLOYEE SAVINGS PLAN
$1.0B · 8,977 participants
Similar-size Information / Tech / Media plans
FARM JOURNAL, INC.
FARM JOURNAL, INC. 401(K) SAVINGS PLAN
$29.4M · 260 participants
INFORMA MEDIA LLC
PENTON MEDIA, INC. RETIREMENT PLAN
$29.1M · 25 participants
JAMA SOFTWARE, INC.
JAMA SOFTWARE, INC 401(K) PLAN
$30.2M · 191 participants
ELI RESEARCH, LLC
ELI RESEARCH, LLC PROFIT SHARING PLAN AND TRUST
$30.5M · 1,217 participants
INFOBASE HOLDINGS, INC.
INFOBASE HOLDINGS, INC 401(K) SAVINGS PLAN
$28.1M · 127 participants
BABCOX MEDIA, INC.
BABCOX MEDIA, INC. PROFIT SHARING 401K PLAN
$31.5M · 85 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants