# Plan Compliance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-020

> Plan Compliance Services, INC.'s 401(k) plan: 767 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:** 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Citco Technology Management, INC.](https://planprovider.pro/companies/citco-technology-management-401k-plan) — 761 participants

- [H.I.G. Capital Management, LLC](https://planprovider.pro/companies/h-i-g-capital-management-llc-401k-plan) — 696 participants

- [Nesteggs Retirement Plan Services, INC.](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-plan-338) — 548 participants

- [Eimfl LLC](https://planprovider.pro/companies/eimfl-llc-plan-001) — 514 participants

- [Eimfl LLC](https://planprovider.pro/companies/eimfl-llc-plan-002) — 513 participants

- [Plan Compliance Services, INC.](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-008) — 512 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-020)

© 2026 PlanProvider.Pro