Plan Snapshot
- Plan Sponsor: Americantcs Fiduciary Services, LLC
- Sponsor EIN: 932789379
- Sponsor Address: 1251 WATERFRONT PLACE, PITTSBURGH, FL, 15222
- Plan Type: 401(k)
- Total Participants: 436
- Total Assets: $10.8M
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 | 436 | $10.8M | $779,236 | $1.4M |
| 2023 | 221 | $5.2M | $429,069 | $308,400 |
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 | $35,543 | — | $35,543 |
| PARK AVENUE SECURITIES, LLC | NONE | $29,244 | — | $29,244 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $22,810 | — | $22,810 |
| 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
- PARK AVENUE SECURITIES, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,597
- Estimated Expense Ratio: 0.809% 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 | $94,910 | $33,179 | $58,352 | — | — |
| 2023 | $6,856 | $298 | $3,641 | — | — |