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Original filing (PDF)20251119144705NAL0004007553001
AMERICANTCS FIDUCIARY SERVICES, LLC
Form 5500
FILING_RECEIVED
BLUESTAR BKS POOLED EMPLOYER PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.1 moNo recordkeeper disclosed
Active participants
948
Accounts w/ balance
386
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 0.1 months past the 10.5-month grace window.
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICANTCS FIDUCIARY SERVICES, LLC.
Plan sponsor
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
Address
1251 WATERFRONT PLACE · SUITE 525 · PITTSBURGH, PA · 15222
Phone
(877) 514-5600
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THOMAS, JUDY & TUCKER PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $34K | — |
| AMERICANTCS FIDUCIARY SERVICES, LLC | 93-2789379 | — | NONE | $15K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $12K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $3K | — |
Investments
33 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.0M | 14.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.5M | 10.7% | |
| Fidelity 500 Index Fund | — | — | — | $1.5M | 10.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.5M | 10.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.4M | 9.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.2M | 8.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $846K | 5.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $769K | 5.3% | |
| TCW MetWest Total Return Bond Plan | — | — | — | $450K | 3.1% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $383K | 2.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $367K | 2.5% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $307K | 2.1% | |
| Vanguard Total Intl Stock Index Admiral Shares | — | — | — | $250K | 1.7% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $216K | 1.5% | |
| Vanguard Mid Cap Index Fund Admiral Shares | — | — | — | $212K | 1.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $173K | 1.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $165K | 1.1% | |
| Invesco Oppenheimer Developing Markets R6 | — | — | — | $141K | 1.0% | |
| MFS Mid Cap Value Fund Cl R6 | — | — | — | $102K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $94K | 0.7% | |
| Participant Loans** Interest Rates (5.50% - 9.50%) | — | — | — | $92K | 0.6% | |
| American Funds Europacific Growth R6 | — | — | — | $87K | 0.6% | |
| Cohen & Steers Realty Instl Shares | — | — | — | $87K | 0.6% | |
| PIMCO Real Return Fund Instl | — | — | — | $81K | 0.6% | |
| Principal High Yield R6 | — | — | — | $79K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $73K | 0.5% | |
| Charles Schwab Money Market Fund | — | — | — | $64K | 0.4% | |
| Fidelity Balanced K6 | — | — | — | $63K | 0.4% | |
| Vanguard GNMA Fund Admiral Shares | — | — | — | $58K | 0.4% | |
| JP Morgan Undiscovered Mgrs Behavioral Value R6 | — | — | — | $55K | 0.4% | |
| JP Morgan Small Cap Growth Fund R6 | — | — | — | $51K | 0.4% | |
| JP Morgan Mid Cap Growth Fund R6 | — | — | — | $43K | 0.3% | |
| Janus Henderson Developed World Bond N | — | — | — | $7K | <0.1% |
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