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Original filing (PDF)20251010163117NAL0008483121001
PLAN COMPLIANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
SECURE CHOICE 403(B) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
373
Accounts w/ balance
554
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
22 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLAN COMPLIANCE SERVICES, INC..
Plan sponsor
Name
PLAN COMPLIANCE SERVICES, INC.
EIN
59-3708427
Address
2454 N. MCMULLEN BOOTH ROAD,ST 431 · CLEARWATER, FL · 33759
Phone
(813) 281-0707
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
034
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUDERS FINANCIAL ADVISORS, LLC | 82-4516448 | — | SERVICE PROVIDER | $0 | — |
Investments
22 pooled funds· $7.1M
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLKRCK LIFEPATH IND 2030 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.7M | 24.2% |
| BLKRCK LIFEPATH IND 2035 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.2M | 16.9% |
| BLKRCK LIFEPATH IND 2045 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.0M | 14.1% |
| BLKRCK LIFEPATH IND RET FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $895K | 12.5% |
| VOYA FIXED ACCOUNT (4452) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $593K | 8.3% |
| BLKRCK LIFEPATH IND 2040 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $478K | 6.7% |
| BLKRCK LIFEPATH IND 2050 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $409K | 5.7% |
| BLKRCK LIFEPATH IND 2055 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $384K | 5.4% |
| BLKRCK LIFEPATH IND 2065 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $170K | 2.4% |
| BLKRCK LIFEPATH IND 2060 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $110K | 1.5% |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $52K | 0.7% |
| TCW MW TOT RTN BD F PL VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $41K | 0.6% |
| FIDELITY GLOBAL EX US INDEX FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $22K | 0.3% |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| FIDELITY SM CP IND FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $9K | 0.1% |
| TRWPR LCG FND I VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $8K | 0.1% |
| MFS VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| VANGRD INTL VALUE FND INV VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| VANGRD INTL GRW FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $684 | <0.1% |
| FIDELITY SMALL CAP GRW IND FD VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $129 | <0.1% |
| BLKRCK LIFEPATH IND 2025 FD K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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