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Original filing (PDF)20250523100419NAL0002669123001
PACE ACADEMY, INC.
Form 5500
FILING_RECEIVED
PACE ACADEMY, INC. TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
100% in single holding
Active participants
335
Accounts w/ balance
707
Plan assets (EOY)
$60.8M
Net assets (EOY)
$60.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACE ACADEMY, INC..
Plan sponsor
Name
PACE ACADEMY, INC.
EIN
58-0706812
Address
966 WEST PACES FERRY ROAD NW · ATLANTA, GA · 30327
Phone
(404) 262-1345
Industry
Educational Servicessee 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
2025-05-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | RECORD KEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | 58-2608124 | — | CONSULTANT | $86K | — |
Investments
1 pooled fund· $2.3M(4% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.3M | 3.8% |