Plan Snapshot
- Plan Sponsor: Plan Compliance Services, INC.
- Sponsor EIN: 593708427
- Sponsor Address: 2454 N. MCMULLEN BOOTH ROAD, ST 431, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $11.0M
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 | 313 | $11.0M | $319,461 | $1.1M |
| 2023 | 277 | $9.7M | $246,212 | $823,637 |
| 2022 | 214 | $6.4M | $207,070 | $749,031 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD,PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $109,949 | — | $109,949 | — | — |
| 2023 | $73,702 | — | $73,702 | — | — |
| 2022 | $210,612 | — | $38,124 | — | — |