Original filing (PDF)20231011133936NAL0060244162001

Davey Insurance Marketing, Inc. DBA Pace TPA

Name: Davey Insurance Marketing, Inc. DBA Pace TPA — Form 5500 Plan 002 (2022)
Creator: Davey Insurance Marketing, Inc. DBA Pace TPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pace TPA Profit Sharing Plan 2

Defined-contribution retirement plan · Davey Insurance Marketing, Inc. DBA Pace TPA's Pace TPA Profit Sharing Plan 2 filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Davey Insurance Marketing, Inc. DBA Pace TPA's EIN is 77-0396341.

EIN 77-0396341

Plan number 002

Plan year 2022

ACK ID 20231011133936NAL0060244162001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Davey Insurance Marketing, Inc. DBA Pace TPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Davey Insurance Marketing, Inc. DBA Pace TPA's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVEY INSURANCE MARKETING, INC. DBA PACE TPA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score