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Original filing (PDF)20251009161304NAL0011858848001
PACE ENGINEERS, INC.
Form 5500
FILING_RECEIVED
PACE ENGINEERS, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
152
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACE ENGINEERS, INC..
Plan sponsor
Name
PACE ENGINEERS, INC.
EIN
91-1553757
Address
11255 KIRKLAND WAY, SUITE 300 · KIRKLAND, WA · 98033
Phone
(425) 827-2014
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
PACE ENGINEERS, INC.
EIN
91-1553757
City
KIRKLAND, WA
Phone
(425) 827-2014
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STAMBAUGH NESS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-1526584 | SEATTLE, WA | RECORDKEEPER/TPA | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $35K | — |
Investments
31 direct securities · 1 pooled fund· $15.0M(100% 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.
Uncategorized
$14.8M
31 holdings
Common Collective Trust
$166K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $2.7M | 17.7% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $2.1M | 14.1% | |
| Vanguard 500 Index Adm Mutual fund | — | — | — | $1.2M | 7.7% | |
| Vanguard Mid Cap Growth Index Adm Mutual fund | — | — | — | $1.0M | 7.0% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $1.0M | 6.7% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $883K | 5.9% | |
| American Funds Growth Fund R6 Mutual fund | — | — | — | $689K | 4.6% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $525K | 3.5% | |
| Vanguard Mid Cap Value Index Adm Mutual fund | — | — | — | $467K | 3.1% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $408K | 2.7% | |
| Vanguard Growth Index Adm Mutual fund | — | — | — | $399K | 2.7% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $388K | 2.6% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $311K | 2.1% | |
| Principal Capital Appreciation Inst Mutual fund | — | — | — | $307K | 2.0% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $292K | 1.9% | |
| DFA Inflation-Protected Securities I Mutual fund | — | — | — | $285K | 1.9% | |
| American Funds Wash Mutual Inv R6 Mutual fund | — | — | — | $276K | 1.8% | |
| American Funds EuroPacific Gr R6 Mutual fund | — | — | — | $242K | 1.6% | |
| Vanguard Small Cap Growth Index Adm Mutual fund | — | — | — | $240K | 1.6% | |
| MFS Income R6 Mutual fund | — | — | — | $201K | 1.3% | |
| MORLEY STABLE VALUE FUND PRNCIPAL GLOBAL INVESTOR TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $166K | 1.1% | |
| Vanguard Small Cap Value Index Adm Mutual fund | — | — | — | $160K | 1.1% | |
| DFA Global Real Estate Securities Mutual fund | — | — | — | $157K | 1.0% | |
| Vanguard GNMA Adm Mutual fund | — | — | — | $142K | 0.9% | |
| Participant loans Low 4.25% - High 9.50% | — | — | — | $106K | 0.7% | |
| Thornburg Strategic Income R6 Mutual fund | — | — | — | $104K | 0.7% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $93K | 0.6% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $64K | 0.4% | |
| DFA Emerging Markets Small Cap I Mutual fund | — | — | — | $47K | 0.3% | |
| Vanguard Short-Term Corp Bd Idx Admiral Mutual fund | — | — | — | $26K | 0.2% | |
| Vanguard Target Retirement 2070 Mutual fund | — | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $16K | 0.1% |