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  2. PLAN FIDUCIARY SERVICES, INC.
Sponsor portfolio

PLAN FIDUCIARY SERVICES, INC.

EIN 27-3523833-Finance and Insurance-Latest filing 2024
Plans
7
Retirement
7
$301.3M assets
Welfare
0
Participants
24,038
2454 N. MCMULLEN BOOTH ROAD,ST 431 - CLEARWATER, FL 33759813-774-3366
Plans on this EIN
7 filings
#004401k-$97.4M - 12,711 part#008401k-$93.6M - 5,757 part#009401k-$76.5M - 4,868 part#003401k-$20.5M - 136 part#007401k-$7.1M - 438 part#002401k-$3.6M - 29 part#005401k-$2.7M - 99 part

Retirement portfolio analytics

7 plans aggregated / $301.3M assets / 24,038 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • 401(K) RETIREMENT Savings (#004)32%
  • POOLED EMPLOYER PLAN (#008)31%
  • POOLED EMPLOYER PLAN (#009)25%
  • EMPLOYERS RETIREMENT Savings (#003)7%
  • POOLED EMPLOYER PLAN (#007)2%
  • +2 more
Total $301.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • JOHN HANCOCK LIFE INSURANCE COMPANY32%
Total $301.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#004)12,711
  • POOLED EMPLOYER PLAN (#008)5,757
  • POOLED EMPLOYER PLAN (#009)4,868
  • POOLED EMPLOYER PLAN (#007)438
  • EMPLOYERS RETIREMENT Savings (#003)136
  • ENGLAND RETIREMENT Savings (#005)99
  • +1 more
Total 24,038Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$97.4M
Participants12,711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ONEDIGITAL OPEN POOLED EMPLOYER PLAN

401k

Assets$93.6M
Participants5,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

ENTERPRISE SELECT POOLED EMPLOYER PLAN

401k

Assets$76.5M
Participants4,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN

401k

Assets$20.5M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

NEW FRONTIER POOLED EMPLOYER PLAN

401k

Assets$7.1M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN

401k

Assets$3.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN

401k

Assets$2.7M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans7

Plan #NameTypeAssetsParticipantsLatest year
004THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN401k$97.4M12,7112024
008ONEDIGITAL OPEN POOLED EMPLOYER PLAN401k$93.6M5,7572024
009ENTERPRISE SELECT POOLED EMPLOYER PLAN401k$76.5M4,8682024
003GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN401k$20.5M1362024
007NEW FRONTIER POOLED EMPLOYER PLAN401k$7.1M4382024
002INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN401k$3.6M292024
005ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN401k$2.7M992024
Retirement plans
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