# Plansource Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/plansource-financial-services-inc-401k-plan

> Plansource Financial Services, INC.'s 401(k) plan: 1,933 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plansource Financial Services, INC.

- **Sponsor EIN:** 593707284

- **Sponsor Address:** 101 SOUTH GARLAND AVE., ORLANDO, FL, 32801

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

- **Total Participants:** 1,933

- **Total Assets:** $80.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,933|$80.7M|$2.2M|$7.0M|

| 2023|3,639|$70.9M|$2.4M|$7.5M|

| 2022|4,178|$65.9M|$3.1M|$8.7M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$323,473|—|$323,473|

| PLANSOURCE FINANCIAL SERVICES INC|PLAN SPONSOR|$85,863|—|$85,863|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY-PLAN|$75,895|—|$75,895|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY-PLAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $485,231

- **Estimated Expense Ratio:** 0.601% 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|$485,230|$161,757|—|—|—|

| 2023|$521,779|$243,044|—|—|—|

| 2022|$583,380|$311,392|—|—|—|

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

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