# Policy Services Company LLC DC Plan
Source: https://planprovider.pro/companies/policy-services-company-llc-plan

> Policy Services Company LLC's DC plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Policy Services Company LLC

- **Sponsor EIN:** 471749958

- **Sponsor Address:** 11575 HERON BAY BLVD., CORAL SPRINGS, FL, 33076

- **Plan Type:** DC

- **Total Participants:** 330

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|330|$5.8M|$0|$962,322|

| 2023|248|$4.4M|$0|$673,936|

| 2022|228|$3.4M|$0|$396,434|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$36,509|—|$36,509|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISORY|—|$18,751|$18,751|

| ASSOCIATED PENSION CONSULTANTS|CONTRACT ADMINISTRATOR|$4,061|$1,600|$5,661|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MML INVESTORS SERVICES LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,921

- **Estimated Expense Ratio:** 1.046% 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|$40,570|—|$40,570|—|—|

| 2023|—|—|—|—|—|

| 2022|$25,974|$24,297|$1,677|—|—|

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