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PLAN COMPLIANCE SERVICES, INC.

EIN 59-3708427-financial services-Latest filing 2024
Plans
20
Retirement
20
$336.9M assets
Welfare
0
Participants
20,207
2454 N. MCMULLEN BOOTH ROAD, ST 431 - CLEARWATER, FL 33759813-281-0707plancomplianceservices.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
20 filings
#019401k-$143.2M - 2,200 part#030401k-$72.1M - 2,255 part#033401k-$28.5M - 1,514 part#027ProfitSharing-$22.9M - 6,033 part#018401k-$14.0M - 1,656 part#013401k-$11.0M - 368 part#001401k-$7.9M - 281 part#034403b-$7.4M - 605 part#021401k-$5.8M - 122 part#020401k-$5.1M - 1,114 part#008401k-$5.0M - 748 part#005401k-$4.1M - 328 part#010401k-$3.5M - 229 part#007401k-$1.8M - 93 part#032401k-$1.7M - 301 part#029401k-$1.1M - 323 part#024401k-$835K - 526 part#028401k-$455K - 12 part#025401k-$380K - 1,491 part#026401k-$107K - 8 part

Retirement portfolio analytics

20 plans aggregated / $336.9M assets / 20,207 participants

Assets by plan

Share of aggregate retirement assets

43%top
  • POOLED EMPLOYER PLAN (#019)43%
  • EQUITY PORTFOLIO CO'S (#030)21%
  • POOLED EMPLOYER PLAN (#033)8%
  • WAGE RETIREMENT PROGRAM (#027)7%
  • POOLED EMPLOYER PLAN (#018)4%
  • +3 more
Total $336.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • (Not disclosed)100%
  • DENARIUS CAPITAL ADVISORS, INC.0%
Total $336.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WAGE RETIREMENT PROGRAM (#027)6,033
  • EQUITY PORTFOLIO CO'S (#030)2,255
  • POOLED EMPLOYER PLAN (#019)2,200
  • POOLED EMPLOYER PLAN (#018)1,656
  • POOLED EMPLOYER PLAN (#033)1,514
  • CPC RETIREMENT Savings (#025)1,491
  • +14 more
Total 20,207Click 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#019

SECURE CHOICE POOLED EMPLOYER PLAN

401k

Assets$143.2M
Participants2,200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S

401k

Assets$72.1M
Participants2,255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN

401k

Assets$28.5M
Participants1,514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027

RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAM

ProfitSharing

Assets$22.9M
Participants6,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

ONEDIGITAL POOLED EMPLOYER PLAN

401k

Assets$14.0M
Participants1,656
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

QBOX POOLED EMPLOYER PLAN

401k

Assets$11.0M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCA GREAT LAKES POOLED EMPLOYER PLAN

401k

Assets$7.9M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#034

SECURE CHOICE 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$7.4M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

THE DOCTOR'S RETIREMENT PLAN

401k

Assets$5.8M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

SECURE CHOICE 401(K) PLAN

401k

Assets$5.1M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

UNISON RISK ADVISORS POOLED EMPLOYER PLAN

401k

Assets$5.0M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ENVISION RETIREMENT SAVINGS PLAN

401k

Assets$4.1M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

TAG(K) POOLED EMPLOYER PLAN

401k

Assets$3.5M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

SPARK MEMBERS POOLED 401(K) RETIREMENT PLAN

401k

Assets$1.8M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#032

SECURE RETIREMENT 403(B) POOLED EMPLOYER PLAN

401k

Assets$1.7M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029

PPI 401(K) RETIREMENT PLAN

401k

Assets$1.1M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#024

NEXT(K) RETIREMENT SOLUTIONS

401k

Assets$835K
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028

PUZZLE WEALTH SOLUTIONS POOLED EMPLOYER PLAN

401k

Assets$455K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025

CPC RETIREMENT SAVINGS PLAN

401k

Assets$380K
Participants1,491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026

SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN

401k

Assets$107K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans20

Plan #NameTypeAssetsParticipantsLatest year
019SECURE CHOICE POOLED EMPLOYER PLAN401k$143.2M2,2002024
030RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S401k$72.1M2,2552024
033ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN401k$28.5M1,5142024
027RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAMProfitSharing$22.9M6,0332024
018ONEDIGITAL POOLED EMPLOYER PLAN401k$14.0M1,6562024
013QBOX POOLED EMPLOYER PLAN401k$11.0M3682024
001SCA GREAT LAKES POOLED EMPLOYER PLAN401k$7.9M2812024
034SECURE CHOICE 403(B) RETIREMENT SAVINGS PLAN403b$7.4M6052024
021THE DOCTOR'S RETIREMENT PLAN401k$5.8M1222024
020SECURE CHOICE 401(K) PLAN401k$5.1M1,1142024
008UNISON RISK ADVISORS POOLED EMPLOYER PLAN401k$5.0M7482024
005ENVISION RETIREMENT SAVINGS PLAN401k$4.1M3282024
010TAG(K) POOLED EMPLOYER PLAN401k$3.5M2292024
007SPARK MEMBERS POOLED 401(K) RETIREMENT PLAN401k$1.8M932024
032SECURE RETIREMENT 403(B) POOLED EMPLOYER PLAN401k$1.7M3012024
029PPI 401(K) RETIREMENT PLAN401k$1.1M3232024
024NEXT(K) RETIREMENT SOLUTIONS401k$835K5262024
028PUZZLE WEALTH SOLUTIONS POOLED EMPLOYER PLAN401k$455K122024
025CPC RETIREMENT SAVINGS PLAN401k$380K1,4912024
026SOCIALLY RESPONSIBLE POOLED EMPLOYER PLAN401k$107K82024
Retirement plans
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