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: 807
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 807 | $22.3M | $1.1M | $1.1M |
| 2023 | 820 | $19.0M | $1.8M | $1.0M |
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 |
|---|---|---|---|---|
| AT RETIRMENT SEVICES | NONE | $50,027 | — | $50,027 |
| LADENBURG THALMANN ASSET MANAGEMENT | NONE | $42,304 | — | $42,304 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $35,441 | — | $35,441 |
| SECURITIES AMERICA ADVISORS, INC. | NONE | $22,217 | — | $22,217 |
| THOMAS, JUDY & TUCKER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,989
- Estimated Expense Ratio: 0.672% 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 | $188,851 | $56,749 | $12,285 | — | — |
| 2023 | $122,360 | — | — | — | — |