Plan Snapshot
- Plan Sponsor: Pscu Incorporated
- Sponsor EIN: 591743434
- Sponsor Address: 560 CARILLON PARKWAY, ST. PETERSBURG, FL, 33716
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,172
- Total Assets: $261.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 3,172 | $261.9M | $8.9M | $19.6M |
| 2022 | 3,170 | $204.8M | $8.6M | $17.0M |
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 NATIONAL CORPORATION | Recordkeeper | $311,607 | — | $311,607 |
| MERCER INVESTMENTS, LLC | Investment Advisor | $50,000 | — | $50,000 |
| WORKPLACE MONEY | Other Service Provider | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — Recordkeeper
- MERCER INVESTMENTS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $370,607
- Estimated Expense Ratio: 0.142% 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 |
|---|---|---|---|---|---|
| 2023 | $373,232 | $62,598 | $310,634 | — | — |
| 2022 | $355,604 | $68,900 | $286,704 | — | — |