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: 767
- Total Assets: $5.1M
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 | 767 | $5.1M | $306,663 | $1.4M |
| 2023 | 626 | $3.0M | $183,567 | $1.0M |
| 2022 | 142 | $933,701 | $97,837 | $192,533 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | $4,310 | $11,771 | $16,081 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,081
- Estimated Expense Ratio: 0.313% 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 | $79,725 | $4,720 | $74,005 | — | — |
| 2023 | $143,093 | — | $37,764 | — | — |
| 2022 | $18,108 | — | $2,511 | — | — |