How big is Agewell Pace's plan?

Agewell Pace's plan reported $763K in assets and 68 participants for 2024.

Original filing (PDF)20250905155050NAL0017354769001

Agewell Pace

Name: Agewell Pace — Agewell Pace Retirement Plan, Form 5500 (2024)
Creator: Agewell Pace
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agewell Pace Retirement Plan

401(k) retirement plan · Agewell Pace's Agewell Pace Retirement Plan held $763K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

People on this filing

Guilherme Schroeder signed Agewell Pace's 2024 Form 5500 as plan administrator.

Guilherme Schroeder — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agewell Pace's EIN is 87-3207747.

EIN 87-3207747

Plan number 001

Plan year 2024

ACK ID 20250905155050NAL0017354769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agewell Pace from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agewell Pace's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AGEWELL PACE

EIN

all filings

Address

5789 STATE FARM DRIVE · SUITE 110 · ROHNERT PARK, CA · 94928

Phone

(707) 615-4437

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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