Pace University Defined Contribution Retirement Plan — Form 5500 plan (Pace University)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pace University Defined Contribution Retirement Plan is a benefit plan reported by Pace University under EIN 13-5562314 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,529 participants and $814,771,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pace University
- EIN
- 13-5562314
- Plan number
- 001
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 3,529
- End-of-year plan assets
- $814,771,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,529 | H, C | 20241014143532NAL0026424865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $814,771,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $814,771,503
- Net assets (BOY)
- $739,337,519
Income & contributions
- Employer contributions
- $11,824,572
- Participant contributions
- $12,386,581
- Total contributions
- $27,050,368
- Total income / additions
- $126,104,928
Expenses & distributions
- Benefits paid
- $50,329,081
- Administrative expenses
- $341,863
- Total expenses
- $50,670,944
- Net increase / (decrease)
- $75,433,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $219,070 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $81,000 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Ops Co. LLC | NONE | $4,293 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pace University
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valhalla, NY
- Tiaa — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Fidelity Inv Inst Ops Co. LLC — Schedule C compensation