# Plan Fiduciary Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plan-fiduciary-services-inc-401k-plan-009

> Plan Fiduciary Services, INC.'s 401(k) plan: 3,880 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, ST 431, CLEARWATER, FL, 33759

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

- **Total Participants:** 3,880

- **Total Assets:** $76.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,880|$76.5M|$5.0M|$7.9M|

| 2023|2,703|$59.8M|$11.7M|$19.0M|

| 2022|522|$23.9M|$532,829|$1.6M|

## 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|$814,226|—|$814,226|—|—|

| 2023|$425,229|—|$425,229|—|—|

| 2022|$2,300,517|—|$130,960|—|—|

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