Plan Fiduciary Services 401(k) match, vesting and fees
What Plan Fiduciary 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Smith & Howard (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
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 Fiduciary Services: employer contribution per participant | $2,212 | |
| Peer median | $2,966 |
| Plan Fiduciary Services: average balance | $28,203 | |
| Peer median | $104,792 |
| Plan Fiduciary Services: admin expenses ÷ assets | 0.83% | |
| 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 $165M at the end of plan year 2021 to $97.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,711 | $97.4M | $7.6M | $2,212 | 0.83% | Not published | Form 5500 ↗ |
| 2023 | 13,692 | $181M | $5.9M | $1,106 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 4,677 | $133M | $5.6M | $1,553 | 0.40% | Not published | Form 5500 ↗ |
| 2021 | 5,672 | $165M | $4.1M | $1,203 | 0.62% | Not published | Form 5500 ↗ |
Other Plan Fiduciary Services plans (6)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Onedigital Open 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 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 ↗ |
New Frontier 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 ↗ |
Great West Affiliated Employers 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 O | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Acca New England 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 ↗ |
| 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 ↗ |
Common questions
Does Plan Fiduciary Services match 401(k) contributions?
The match terms for the The Platinum 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $2,212 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plan Fiduciary Services 401(k) match vested?
The vesting schedule for the The Platinum 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plan Fiduciary Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Plan Fiduciary Services, Inc..
I left Plan Fiduciary Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plan Fiduciary Services, Inc., (813) 281-0707) or the recordkeeper, John Hancock Life Insurance Company. The Plan Fiduciary Services old 401(k) page lists the contacts from every plan filing. Find an old Plan Fiduciary Services 401(k)
Data from the public Form 5500 annual reports Plan Fiduciary Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Fiduciary Services. Not financial advice. Report a correction · Methodology