Plan Snapshot
- Plan Sponsor: Plan Compliance Services, INC.
- Sponsor EIN: 593708427
- Sponsor Address: 2454 N MCMULLEN BOOTH ROAD, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $1.8M
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 | 78 | $1.8M | $279,400 | $253,787 |
| 2023 | 141 | $1.2M | $184,611 | $271,212 |
| 2022 | 130 | $738,326 | $182,209 | $362,785 |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $7,028 | — | $7,028 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,028
- Estimated Expense Ratio: 0.393% 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 | $19,703 | $4,731 | $4,504 | — | — |
| 2023 | $17,148 | $3,197 | $3,429 | — | — |
| 2022 | $12,553 | $1,773 | — | — | $10,780 |