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 O | — | GREENWOOD VILLAGE, FL | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QBOX FIDUCIARY SOLUTIONS LLC | — | FORT WAYNE, CO | INVESTMENT ADVISOR,OTHER | $39K |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $1.8M | 16.4% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $835K | 7.6% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $610K | 5.6% | |
| JANUS HENDERSON GLOBAL TECH INNOVAT BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $590K | 5.4% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $580K | 5.3% | |
| FIDELITY US BOND INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $573K | 5.2% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $539K | 4.9% | |
| EI FIXED ACCOUNT - SERIES CLASS I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $495K | 4.5% | |
| FIDELITY TOTAL INTERNATIONAL INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $491K | 4.5% | |
| FIDELITY MID CAP INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $394K | 3.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $378K | 3.4% | |
| FIDELITY SMALL CAP INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $366K | 3.3% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $344K | 3.1% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $328K | 3.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $311K | 2.8% | |
| T. ROWE PRICE HEALTH SCIENCES I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $295K | 2.7% | |
| FRANKLIN RISING DIVIDENDS R6 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $257K | 2.3% | |
| BLACKROCK SUSTAINABLE BALANCED K BLACKROCK SUSTAINABLE BALANCED K · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $252K | 2.3% | |
| FIDELITY INFLATION PROTECTED BOND I BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $213K | 1.9% | |
| FIDELITY LARGE CAP GROWTH INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $147K | 1.3% | |
| FIDELITY LONG TERM TREASURY BOND IN BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $132K | 1.2% | |
| FIDELITY MID CAP GROWTH INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $125K | 1.1% | |
| FIDELITY LARGE CAP VALUE INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $122K | 1.1% | |
| FIDELITY SMALL CAP VALUE INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $118K | 1.1% | |
| INVESCO GOLD & SPECIAL MINERALS R6 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $98K | 0.9% | |
| FIDELITY EMERGING MARKETS INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $97K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $85K | 0.8% | |
| AMERICAN FUNDS CAPITAL WORLD BONDR6 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $79K | 0.7% | |
| PARTICIPANT LOANS Various Interest Rates 4.50% to 9.50% | Bonds / Notes | — | — | $72K | 0.7% | |
| FORFEITURES | Other securities | — | — | $67K | 0.6% | |
| FIDELITY MID CAP VALUE INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $66K | 0.6% | |
| FIDELITY SMALL CAP GROWTH INDEX BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $40K | 0.4% | |
| DFA U.S. SUSTAINABILITY CORE 1 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $39K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $29K | 0.3% | |
| INVESCO FLOATING RATE ESG R6 BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, FL | INVESTMENT MANAGEMENT | $12K | — |
| FIRST ADVISORS NATIONAL LLC | — | GREENWOOD VILLAGE, FL | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES, LLC | — | CLEARWATER, IN | CONTRACT ADMIN | $38K | — |
