Plan Compliance Services, Inc.'s EIN is 59-3708427.
Download the official 2024 Form 5500 (PDF) for Plan Compliance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Compliance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS LLC | — | CINCINNATI, OH | OTHER INVESTMENT ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.6M | 91.2% | |
| FIDELITY 500 INDEX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $683K | 17.5% | |
| BLACKROCK LIFEPATH INDEX 2045 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $524K | 13.4% | |
| BLACKROCK LIFEPATH INDEX 2050 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $420K | 10.7% | |
| BLACKROCK LIFEPATH INDEX 2035 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $272K | 6.9% | |
| BLACKROCK LIFEPATH INDEX 2030 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $256K | 6.6% | |
| BLACKROCK LIFEPATH INDEX 2055 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $241K | 6.2% | |
| [Assets held in common collective trust] | Other | — | — | $202K | 5.2% | |
| BLACKROCK LIFEPATH INDEX 2040 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $169K | 4.3% | |
| [Assets held in participant loans] | Other | — | — | $141K | 3.6% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $129K | 3.3% | |
| BLACKROCK LIFEPATH INDEX 2060 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $127K | 3.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $126K | 3.2% | |
| INTERNATIONAL GROWTH FUND II FEE R1 WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $108K | 2.8% | |
| DFA REAL ESTATE SECURITIES I EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $101K | 2.6% | |
| JPMORGAN LARGE CAP GROWTH R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $98K | 2.5% | |
| FIDELITY SMALL CAP INDEX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $87K | 2.2% | |
| ISHARES MSCI EAFE INTERNATIONAL IND EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $85K | 2.2% | |
| VANGUARD EQUITY-INCOME ADM EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $69K | 1.8% | |
| FIDELITY MID CAP INDEX EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $57K | 1.5% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $55K | 1.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $44K | 1.1% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $39K | 1.0% | |
| STATE STREET AGGREGATE BOND INDEX K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $38K | 1.0% | |
| JPMORGAN SMALL CAP GROWTH R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $26K | 0.7% | |
| PGIM HIGH-YIELD R6 EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $6K | 0.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $5K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 K EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 04-1590850 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC | — | CLEARWATER, FL | CONTRACT ADMIN | $7K | — |
