Plan Snapshot
- Plan Sponsor: Plan Fiduciary Services, INC.
- Sponsor EIN: 273523833
- Sponsor Address: 2451 MCMULLEN BOOTH ROAD, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 375 | $7.1M | $275,254 | $739,364 |
| 2023 | 298 | $7.7M | $263,584 | $686,261 |
| 2022 | 359 | $6.0M | $190,085 | $533,819 |
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 |
|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING INC | SERVICE PROVIDER | — | $14,798 | $14,798 |
| BAY COLONY ADVISORY GRP INC | SERVICE PROVIDER | — | $13,506 | $13,506 |
| RESOURCES INVESTMENT ADVISORS LLC | SERVICE PROVIDER | $5,473 | — | $5,473 |
| SMITH & HOWARD,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN INVESTMENT PLANNING INC — SERVICE PROVIDER
- RESOURCES INVESTMENT ADVISORS LLC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,777
- Estimated Expense Ratio: 0.478% 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 | $117,982 | $7,249 | $109,983 | — | — |
| 2023 | $121,703 | — | $119,380 | — | — |
| 2022 | $54,985 | — | — | — | $54,985 |