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, automatic enrollment, 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 | RECORD KEEPER | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $13K |
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 | |||||
|---|---|---|---|---|---|---|
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.3M | 16.2% | |
| Empower Annuity Insurance Company of America Mutual Funds | Common Stocks | — | — | $2.2M | 16.0% | |
| TROWEPRICE RETBLENDSELCTTRST 2050 1 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.8M | 12.5% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2050 1 | Mutual Funds | — | — | $1.8M | 12.5% | |
| TROWEPRICE RETBLENDSELCTTRST 2040 1 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.6M | 11.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2040 1 | Mutual Funds | — | — | $1.6M | 11.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2045 1 | Mutual Funds | — | — | $1.5M | 10.5% | |
| TROWEPRICE RETBLENDSELCTTRST 2045 1 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.5M | 10.5% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2055 1 | Mutual Funds | — | — | $1.1M | 7.7% | |
| TROWEPRICE RETBLENDSELCTTRST 2055 1 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.1M | 7.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $878K | 6.3% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2060 1 | Mutual Funds | — | — | $588K | 4.2% | |
| TROWEPRICE RETBLENDSELCTTRST 2060 1 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $588K | 4.2% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $433K | 3.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2065 1 | Mutual Funds | — | — | $380K | 2.7% | |
| TROWEPRICE RETBLENDSELCTTRST 2065 1 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $380K | 2.7% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $230K | 1.6% | |
| Empower Annuity Insurance Company of America Fixed Annuities | Common Stocks | — | — | $193K | 1.4% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $140K | 1.0% | |
| PARTICIPANT LOANS Various Interest Rates 5.25% to 9.50% | Bonds / Notes | — | — | $138K | 1.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $115K | 0.8% | |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 001 | Common Collective Trust | — | — | $107K | 0.8% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2035 1 | Mutual Funds | — | — | $94K | 0.7% | |
| TROWEPRICE RETBLENDSELCTTRST 2035 1 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $94K | 0.7% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2030 1 | Mutual Funds | — | — | $91K | 0.6% | |
| TROWEPRICE RETBLENDSELCTTRST 2030 1 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $91K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $80K | 0.6% | |
| Empower Annuity Insurance Company of America T Rowe Price Retirement 2065 Tr C ** 0 * Empower Annuity Insurance Company of America T Rowe Price Retirement Balanced Tr C ** 0 FORFEITURES | Mutual Funds | — | — | $80K | 0.6% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $60K | 0.4% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2020 1 ** 69 * Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2025 1 | Mutual Funds | — | — | $15K | 0.1% | |
| TROWEPRICE RETBLENDSELCTTRST 2025 1 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $15K | 0.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2005 1 | Mutual Funds | — | — | $10K | <0.1% | |
| TROWEPRICE RETBLENDSELCTTRST 2005 1 GREAT GRAY · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $10K | <0.1% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $8K | <0.1% | |
| ALLSPRING CORE PLUS BOND CIT D1 SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2015 1 | Mutual Funds | — | — | $4K | <0.1% | |
| TROWEPRICE RETBLENDSELCTTRST 2015 1 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $4K | <0.1% | |
| Empower Annuity Insurance Company of America T Rowe Price Ret Blend Selct Trst 2010 1 | Mutual Funds | — | — | $2K | <0.1% | |
| TROWEPRICE RETBLENDSELCTTRST 2010 1 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $2K | <0.1% | |
| TROWEPRICE RETBLENDSELCTTRST 2020 1 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $69 | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2060 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2050 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2045 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2040 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2035 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLEARBRIDGE INTERNATIONAL GROWTH CL GREAT GRAY · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RETIREMENT 2030 TR C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MANAGEMENT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION SERVICES,LLC. | — | CLEARWATER, FL | CONTRACT ADMIN | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JDC CPA LLC | — | MESA, AZ | AUDITOR | $34K | — |
