Plan Snapshot
- Plan Sponsor: Americantcs Fiduciary Services, LLC
- Sponsor EIN: 932789379
- Sponsor Address: 1251 WATERFRONT PLACE, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 806
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 806 | $29.6M | $732,543 | $4.3M |
| 2023 | 745 | $23.0M | $475,197 | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | NONE | $56,715 | — | $56,715 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $42,966 | — | $42,966 |
| CHARLES SCHWAB BANK | NONE | $7,200 | — | $7,200 |
| IRON FIDUCIARY, AN OFFERING BY CREA | NONE | $6,761 | — | $6,761 |
| FRAZIER & DEETER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- CHARLES SCHWAB BANK — NONE
- IRON FIDUCIARY, AN OFFERING BY CREA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,642
- Estimated Expense Ratio: 0.383% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,297 | $6,761 | $99,680 | — | — |
| 2023 | $71,119 | $1,563 | $53,896 | $2,500 | — |