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: 1,185
- Total Assets: $58.6M
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 | 1,185 | $58.6M | $1.5M | $3.3M |
| 2023 | 791 | $32.6M | $1.4M | $2.8M |
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 |
|---|---|---|---|---|
| RBF CAPITAL MANAGEMENT, INC. | NONE | $141,259 | — | $141,259 |
| AMERITAS LIFE INSURANCE CORP | NONE | $112,384 | — | $112,384 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $45,727 | — | $45,727 |
| CHARLES SCHWAB BANK | NONE | $11,437 | — | $11,437 |
| 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
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $310,807
- Estimated Expense Ratio: 0.530% 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 | $310,807 | $141,259 | $158,111 | — | — |
| 2023 | $251,236 | $109,847 | $95,602 | — | — |