# Plan Compliance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-018

> Plan Compliance Services, INC.'s 401(k) plan: 1,506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-018)

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