Find an old Plan Compliance Services 401(k)
Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S
Plan Compliance Services, Inc. · Plan 030 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullent Booth Road, Suite, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 1,046 separated participants still had money in the plan | Form 5500 ↗ |
Secure Choice Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 019 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 838 separated participants still had money in the plan | Form 5500 ↗ |
Onedigital Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 018 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 147 separated participants still had money in the plan | Form 5500 ↗ |
Enterprise Select Premier Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 033 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 205 separated participants still had money in the plan | Form 5500 ↗ |
Cpc Retirement Savings Plan
Plan Compliance Services, Inc. · Plan 025 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 8 separated participants still had money in the plan | Form 5500 ↗ |
Secure Choice 401(k) Plan
Plan Compliance Services, Inc. · Plan 020 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 344 separated participants still had money in the plan | Form 5500 ↗ |
Unison Risk Advisors Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 008 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 234 separated participants still had money in the plan | Form 5500 ↗ |
Secure Choice 403(b) Retirement Savings Plan
Plan Compliance Services, Inc. · Plan 034 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road,st 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 222 separated participants still had money in the plan | Form 5500 ↗ |
Next(K) Retirement Solutions
Plan Compliance Services, Inc. · Plan 024 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 125 separated participants still had money in the plan | Form 5500 ↗ |
Qbox Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 013 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company O | Schedule C ↗ |
| Former employees with balances | 54 separated participants still had money in the plan | Form 5500 ↗ |
Envision Retirement Savings Plan
Plan Compliance Services, Inc. · Plan 005 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road,, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Annuity Insurance Company | Schedule C ↗ |
| Former employees with balances | 27 separated participants still had money in the plan | Form 5500 ↗ |
Ppi 401(k) Retirement Plan
Plan Compliance Services, Inc. · Plan 029 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 6 separated participants still had money in the plan | Form 5500 ↗ |
Secure Retirement 403(b) Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 032 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road,st 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 34 separated participants still had money in the plan | Form 5500 ↗ |
Sca Great Lakes Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 001 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 42 separated participants still had money in the plan | Form 5500 ↗ |
Tag(K) Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 010 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 9 separated participants still had money in the plan | Form 5500 ↗ |
The Doctor'S Retirement Plan
Plan Compliance Services, Inc. · Plan 021 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 30 separated participants still had money in the plan | Form 5500 ↗ |
Spark Members Pooled 401(k) Retirement Plan
Plan Compliance Services, Inc. · Plan 007 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N Mcmullen Booth Road, Suite 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Nwps | Schedule C ↗ |
| Former employees with balances | 15 separated participants still had money in the plan | Form 5500 ↗ |
Secure Retirement Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 014 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road,st 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pcs Retirement, Llc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Insight Financial Partners Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 002 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road,st 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5 separated participants still had money in the plan | Form 5500 ↗ |
Puzzle Wealth Solutions Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 028 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 1 separated participants still had money in the plan | Form 5500 ↗ |
Socially Responsible Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 026 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 N. Mcmullen Booth Road, St 431, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Denarius Capital Advisors Inc | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Risk Strategies Prevailing Wage Retirement Program
Plan Compliance Services, Inc. · Plan 027 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Life & Annuity Insurance | Schedule C ↗ |
| Former employees with balances | 103 separated participants still had money in the plan | Form 5500 ↗ |
Green Future Esg Pooled Employer Plan
Plan Compliance Services, Inc. · Plan 023 · EIN 59-3708427 · Clearwater, FL
| Plan administrator | Plan Compliance Services, Inc. 2454 Mcmullen Booth Road, Clearwater, FL 33759 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Plan Compliance Services 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Plan Compliance Services 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Plan Compliance Services, Inc., (813) 774-3366. The accounts are held by the recordkeeper, Empower Annuity Insurance Company. Have your Social Security number and dates of employment ready.
What is the Plan Compliance Services 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (813) 774-3366.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Plan Compliance Services and does not hold accounts. Not financial advice. Report a correction