How big is Carlton Pace Wealth Management, Inc.'s plan?

Carlton Pace Wealth Management, Inc.'s plan reported $2.9M in assets and 9 participants for 2024.

Original filing (PDF)20250902173924NAL0014495617001

Carlton Pace Wealth Management, Inc.

Name: Carlton Pace Wealth Management, Inc. — Carlton Pace, Form 5500 (2024)
Creator: Carlton Pace Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlton Pace Wealth Management, Inc. 401-K Profit Sharing Plan

401(k) retirement plan · Carlton Pace Wealth Management, Inc.'s Carlton Pace Wealth Management, Inc. 401-K Profit Sharing Plan held $2.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Carlton Pace Wealth Management, Inc.'s EIN is 71-0932099.

EIN 71-0932099

Plan number 001

Plan year 2024

ACK ID 20250902173924NAL0014495617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlton Pace Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlton Pace Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLTON PACE WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score