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: 1,506
- Total Assets: $14.0M
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 | 1,506 | $14.0M | $2.2M | $4.6M |
| 2023 | 1,466 | $7.2M | $1.4M | $3.3M |
| 2022 | 496 | $2.6M | $363,217 | $962,743 |
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 |
|---|---|---|---|---|
| AMERICAN PENSION SERVICES,LLC. | CONTRACT ADMIN | $99,982 | — | $99,982 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORD KEEPER | $98,264 | — | $98,264 |
| JDC CPA LLC | AUDITOR | $34,300 | — | $34,300 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $13,079 | — | $13,079 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MANAGEMENT | $11,725 | — | $11,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,350
- Estimated Expense Ratio: 1.838% 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 | $176,626 | — | $213,285 | — | — |
| 2023 | $98,226 | — | $90,583 | — | — |
| 2022 | $138,662 | — | $11,871 | — | — |