# Plan Compliance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-019

> Plan Compliance Services, INC.'s 401(k) plan: 1,360 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 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|—|—|

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