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: DC
- Total Participants: 373
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 373 | $7.4M | $1.9M | $5.1M |
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 | — | $9,100 | $9,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,100
- Estimated Expense Ratio: 0.124% 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 | $456,530 | — | $34,113 | — | — |