# Plan Fiduciary Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-003

> Plan Fiduciary Services, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|

## Similar Plans

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-025) — 106 participants

- [Nesteggs Retirement Plan Services, INC.](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-401k-plan-358) — 109 participants

- [Nesteggs Retirement Plan Services, INC.](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-401k-plan-344) — 102 participants

- [Nesteggs Retirement Plan Services, INC.](https://planprovider.pro/companies/nesteggs-retirement-plan-services-inc-plan-336) — 112 participants

- [Plan Compliance Services, INC.](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-021) — 89 participants

- [Bridgewest Capital Management LLC](https://planprovider.pro/companies/bridgewest-capital-management-llc-401k-plan) — 86 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-003)

© 2026 PlanProvider.Pro