PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PACE SUPPLY CORPORATION
Sponsor portfolioTH

PACE SUPPLY CORPORATION

EIN 68-0335304-wholesale-Latest filing 2024
Plans
3
Retirement
2
$333.5M assets
Welfare
1
$9.2M premiums
Participants
4,576
P.O. BOX 6407 - ROHNERT PARK, CA 94927707-545-7101pacesupply.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
3 filings
#001ESOP-$234.2M - 1,413 part#003401k-$99.4M - 1,738 part#510Fully Insured-$9.2M - 3,595 lives

Retirement portfolio analytics

2 plans aggregated / $333.5M assets / 3,151 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EMPLOYEE STOCK OWNERSHIP (#001)70%
  • SUPPLY CORP. 401(K) (#003)30%
Total $333.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLY CORP. 401(K) (#003)1,738
  • EMPLOYEE STOCK OWNERSHIP (#001)1,413
Total 3,151Click row to drill in

Benefits portfolio analytics

1 plan / $9.2M premiums / 3,595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Prescription drug$7.6M
  • Other$1.1M
  • Life$918K
  • Short-term disability$918K
  • Long-term disability$918K
  • +2 more
Total $9.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $9.2M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $363K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PACE SUPPLY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$234.2M
Participants1,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PACE SUPPLY CORP. 401(K) PLAN

401k

Assets$99.4M
Participants1,738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PACE SUPPLY CORP. WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$9.2M
Covered lives3,595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACE SUPPLY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$234.2M1,4132024
003PACE SUPPLY CORP. 401(K) PLAN401k$99.4M1,7382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PACE SUPPLY CORP. WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$9.2M3,5952024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica