How big is Americantcs Fiduciary Services, LLC's plan?

Americantcs Fiduciary Services, LLC's plan reported $10.8M in assets and 436 participants for 2024.

Original filing (PDF)20251013190643NAL0001865953001

Americantcs Fiduciary Services, LLC

Name: Americantcs Fiduciary Services, LLC — CFS PEP, Form 5500 (2024)
Creator: Americantcs Fiduciary Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CFS PEP

401(k) retirement plan · Americantcs Fiduciary Services, LLC's CFS PEP held $10.8M in plan assets for 436 participants in 2024.

Signals · 3

Late participant contributions~84 bps in Sched C feesNo recordkeeper disclosed

Active participants

436

Accounts w/ balance

280

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan identifiers

Americantcs Fiduciary Services, LLC's EIN is 93-2789379.

EIN 93-2789379

Plan number 019

Plan year 2024

ACK ID 20251013190643NAL0001865953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Americantcs Fiduciary Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Americantcs Fiduciary Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICANTCS FIDUCIARY SERVICES, LLC.

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How this plan invests

This plan

3 pooled trusts

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 326K (13% of contributions).
Total administrative cost in the bottom quartile of peers (6th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN

all filings

Address

1251 WATERFRONT PLACE · SUITE 525 · PITTSBURGH, FL · 15222

Phone

(877) 514-5600

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

019

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	47-0098400	—	NONE	$36K	—
PARK AVENUE SECURITIES, LLC	13-4023176	—	NONE	$29K	—
AMERICANTCS FIDUCIARY SERVICES, LLC	93-2789379	—	NONE	$23K	—
CHARLES SCHWAB BANK	82-3967259	—	NONE	$3K	—

Investments

29 direct securities · 3 pooled funds· $10.0M(93% of reported assets)

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.

Other securities

$8.4M

13 holdings

Common Collective Trusts

$880K

3 holdings

Mutual Funds

$527K

12 holdings

Bonds / Notes

$149K

1 holding

Common Collective Trust

$101K

3 holdings

					% of plan
STATE STREET TARGET RTRMT 2045 K Mutual Fund	Other securities	—	—	$2.1M	19.3%
STATE STREET TARGET RTRMT 2035 K Mutual Fund	Other securities	—	—	$1.9M	17.7%
STATE STREET TARGET RTRMT 2040 K Mutual Fund	Other securities	—	—	$1.5M	14.3%
STATE STREET TARGET RTRMT 2050 K Mutual Fund	Other securities	—	—	$915K	8.5%
FIDELITY 500 INDEX FD Mutual Fund	Common Collective Trusts	—	—	$814K	7.5%
STATE STREET TARGET RTRMT 2030 K Mutual Fund	Other securities	—	—	$724K	6.7%
STATE STREET TARGET RTRMT 2055 K Mutual Fund	Other securities	—	—	$401K	3.7%
STATE STREET TARGET RTRMT 2060 K Mutual Fund	Other securities	—	—	$255K	2.4%
STATE STREET TARGET RTRMT 2020 K Mutual Fund	Other securities	—	—	$193K	1.8%
STATE STREET TARGET RTRMT 2025 K Mutual Fund	Other securities	—	—	$180K	1.7%
Participant Loans Interest ranging from 5.25% to 10.5%	Bonds / Notes	—	—	$149K	1.4%
VANGUARD SMALL CAP I Mutual Fund	Mutual Funds	—	—	$129K	1.2%
FIDELITY LARGE CAP GROWTH INDEX FD Mutual Fund	Mutual Funds	—	—	$106K	1.0%
BLACKROCK INTERNATIONAL INDEX CL K Mutual Fund	Other securities	—	—	$101K	0.9%
AMERITAS STABLE VALUE COLLECTIVE TR AMERICAN TRUST COMPANY · EIN 38-7302614 / PN 001	Common Collective Trust	—	—	$88K	0.8%
VANGUARD MID CAP VALINDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$68K	0.6%
VANGUARD VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$65K	0.6%
FIDELITY INFLATION PROTECTED BD IDX Mutual Fund	Common Collective Trusts	—	—	$56K	0.5%
FIDELITY MID CAP INDEX Mutual Fund	Mutual Funds	—	—	$51K	0.5%
VANGUARD INTERM TERM BD INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$32K	0.3%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$24K	0.2%
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$23K	0.2%
STATE STREET TRGT RETIREMENT 2065 K Mutual Fund	Other securities	—	—	$22K	0.2%
PGIM HIGH YIELD FUND R6 Mutual Fund	Other securities	—	—	$18K	0.2%
STATE STREET TARGET RETIREMENT K Mutual Fund	Other securities	—	—	$16K	0.1%
VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$12K	0.1%
FIDELITY INTL BOND INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$10K	<0.1%
LORD ABBETT TOTAL RETURN TRUST II GREAT GRAY TRUST COMPANY, LLC · EIN 82-1151625 / PN 324	Common Collective Trust	—	—	$8K	<0.1%
DFA REAL ESTATE SECURITIES PORT INST Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
VANGUARD BALANCED INDEX FD ADMIRAL Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT TRUST COMPANY · EIN 87-6383971 / PN 335	Common Collective Trust	—	—	$5K	<0.1%
VANGUARD COMMODITY STRATEGY ADMIRAL Mutual Fund	Mutual Funds	—	—	$2K	<0.1%