Plan Snapshot
- Plan Sponsor: Plan Fiduciary Services, INC.
- Sponsor EIN: 273523833
- Sponsor Address: 2454 N. MCMULLEN BOOTH ROAD., CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 10,921
- Total Assets: $89.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,921 | $89.5M | $6.9M | $13.7M |
| 2023 | 11,122 | $181.1M | $5.9M | $18.9M |
| 2022 | 3,389 | $132.7M | $5.6M | $17.4M |
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 |
|---|---|---|---|---|
| JDC CPA LLC | 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 | $1,060,276 | $188,035 | $529,242 | — | — |
| 2023 | $812,536 | — | $812,536 | — | — |
| 2022 | $597,852 | $105,584 | $268,868 | — | $223,377 |