Plan Compliance Services 401(k) match, vesting and fees
What Plan Compliance Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Plan Compliance Services: employer contribution per participant | $1,634 | |
| Peer median | $2,966 |
| Plan Compliance Services: average balance | $36,249 | |
| Peer median | $104,792 |
| Plan Compliance Services: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $54.7M at the end of plan year 2023 to $72.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,255 | $72.1M | $3.3M | $1,634 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 1,861 | $54.7M | $1.4M | $824 | 0.21% | Not published | Form 5500 ↗ |
Other Plan Compliance Services plans (22)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Secure Choice Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Onedigital Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Enterprise Select Premier Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Cpc Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Secure Choice 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Unison Risk Advisors Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Smith & Howard,pc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Secure Choice 403(b) Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Next(K) Retirement Solutions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Qbox Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Envision Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Ppi 401(k) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Secure Retirement 403(b) Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Sca Great Lakes Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Tag(K) Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The Doctor'S Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Spark Members Pooled 401(k) Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nwps | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Secure Retirement Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement, Llc. | Schedule C ↗ |
| Independent auditor | Skibbie Cpa, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Insight Financial Partners Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Puzzle Wealth Solutions Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Socially Responsible Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Denarius Capital Advisors Inc | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Risk Strategies Prevailing Wage Retirement Program
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Life & Annuity Insurance | Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Green Future Esg Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Plan Compliance Services match 401(k) contributions?
The match terms for the Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $1,634 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plan Compliance Services 401(k) match vested?
The vesting schedule for the Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plan Compliance Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Plan Compliance Services, Inc..
I left Plan Compliance Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plan Compliance Services, Inc., (813) 774-3366) or the recordkeeper, Empower Annuity Insurance Company. The Plan Compliance Services old 401(k) page lists the contacts from every plan filing. Find an old Plan Compliance Services 401(k)
Data from the public Form 5500 annual reports Plan Compliance Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Plan Compliance Services. Not financial advice. Report a correction · Methodology