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: 4,033
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,033 | $10.0M | $1.1M | $2.2M |
| 2023 | 3,115 | $6.8M | $942,196 | $1.8M |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | NONE | $143,847 | — | $143,847 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $32,250 | — | $32,250 |
| LAUFER LLP | NONE | $15,603 | — | $15,603 |
| NFP RETIREMENT, INC. | NONE | $9,362 | — | $9,362 |
| CHARLES SCHWAB BANK | NONE | $5,185 | — | $5,185 |
| 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
- LAUFER LLP — NONE
- NFP RETIREMENT, INC. — 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: $206,247
- Estimated Expense Ratio: 2.061% 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 | $206,247 | $9,362 | $191,700 | — | — |
| 2023 | $132,962 | $3,032 | $66,906 | $5,000 | — |