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: 1,374
- Total Assets: $51.8M
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 | 1,374 | $51.8M | $2.1M | $5.2M |
| 2023 | 1,118 | $39.5M | $1.6M | $4.1M |
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 |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | ADVISOR | $220,893 | — | $220,893 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $119,652 | — | $119,652 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | CONTRACT ADMIN | $70,674 | — | $70,674 |
| AT RETIREMENT SERVICES, LLC | CONTRACT ADMIN | $48,132 | — | $48,132 |
| SCHMIDTLEIN & ASSOCIATES, CPA'S PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — CONTRACT ADMIN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $459,351
- Estimated Expense Ratio: 0.886% 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 | $459,351 | — | — | — | — |
| 2023 | $363,316 | — | $363,316 | — | — |