# Plan Fiduciary Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-004

> Plan Fiduciary Services, INC.'s 401(k) plan: 10,921 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., 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|

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