Plan Snapshot
- Plan Sponsor: Plan Fiduciary Services, INC.
- Sponsor EIN: 273523833
- Sponsor Address: 2454 N MCMULLEN BOOTH ROAD, ST 431, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $20.5M | $477,427 | $593,488 |
| 2023 | 80 | $18.4M | $453,871 | $582,499 |
| 2022 | 89 | $16.8M | $428,850 | $546,155 |
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 |
|---|---|---|---|---|
| AMERICAN PENSION SERVICES,LLC | Other Service Provider | $56,471 | $1,643 | $58,114 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,298 | — | $21,298 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $19,767 | $19,767 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $10,184 | — | $10,184 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,205 | — | $5,205 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,568
- Estimated Expense Ratio: 0.560% 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 | $89,618 | — | $89,618 | — | — |
| 2023 | $93,755 | — | $93,755 | — | — |
| 2022 | $5,980,614 | — | $147,517 | — | — |