Plan Snapshot
- Plan Sponsor: Plan Compliance Services, INC.
- Sponsor EIN: 593708427
- Sponsor Address: 2454 MCMULLEN BOOTH ROAD, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 1,360
- Total Assets: $143.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,360 | $143.2M | $63,522 | $5.8M |
| 2023 | 6 | $355,478 | $0 | $1,891 |
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 |
|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS, LLC | SERVICE PROVIDER | — | $152,779 | $152,779 |
| HIGHLAND CONSULTING | SERVICE PROVIDER | $41,777 | — | $41,777 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,556
- Estimated Expense Ratio: 0.136% 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 | $8,189,907 | — | $298,173 | — | — |
| 2023 | $58 | — | $58 | — | — |