# Plan Fiduciary Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-007

> Plan Fiduciary Services, INC.'s 401(k) plan: 375 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:** 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [RESOURCES INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-007)

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