# Plan Fiduciary Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-008

> Plan Fiduciary Services, INC.'s 401(k) plan: 4,946 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. MCMULLENT BOOTH ROAD, SUITE, CLEARWATER, FL, 33759

- **Plan Type:** 401(k)

- **Total Participants:** 4,946

- **Total Assets:** $93.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|4,946|$93.6M|$4.4M|$9.5M|

| 2023|3,318|$60.1M|$3.4M|$6.4M|

| 2022|1,859|$41.8M|$1.8M|$3.8M|

## 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|$773,831|—|$773,831|—|—|

| 2023|$445,452|—|$445,452|—|—|

| 2022|$156,207|—|—|—|$155,045|

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