Original filing (PDF)20231011133936NAL0060244162001

DAVEY INSURANCE MARKETING, INC. DBA PACE TPA

Name: DAVEY INSURANCE MARKETING, INC. DBA PACE TPA — PACE TPA PROFIT SHARING PLAN 2, Form 5500 (2022)
Creator: DAVEY INSURANCE MARKETING, INC. DBA PACE TPA

Form 5500-SF

FILING_RECEIVED

PACE TPA PROFIT SHARING PLAN 2

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVEY INSURANCE MARKETING, INC. DBA PACE TPA.

Plan sponsor

Name

DAVEY INSURANCE MARKETING, INC. DBA PACE TPA

EIN

77-0396341

Address

1645 SHAW AVENUE, SUITE 101 · CLOVIS, CA · 93611

Phone

(559) 436-6606

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-06

Filed

2023-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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