Plan Snapshot
- Plan Sponsor: Americantcs Fiduciary Services, LLC
- Sponsor EIN: 932789379
- Sponsor Address: 1251 WATERFRONT PLACE, PITTSBURGH, PA, 15222
- Plan Type: DC
- Total Participants: 1,418
- Total Assets: $73.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,418 | $73.2M | $1.2M | $2.6M |
| 2023 | 913 | $48.4M | $236,732 | $656,558 |
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 | $76,576 | — | $76,576 |
| INCLINE PENSION CONSULTING | NONE | $56,117 | — | $56,117 |
| AMERICANTCS FIDUCIARY SERVICES, LLC | NONE | $40,675 | — | $40,675 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | NONE | $8,439 | — | $8,439 |
| MID ATLANTIC TRUST COMPANY | NONE | $7,023 | — | $7,023 |
| THOMAS, JUDY & TUCKER PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- MID ATLANTIC TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,830
- Estimated Expense Ratio: 0.258% 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 | $194,679 | $64,555 | $123,101 | — | — |
| 2023 | $48,866 | $10,977 | $9,140 | — | — |