Plan5500

2023 Form 5500 filing — Enterprise Select Pooled Employer Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250425111532NAL0008624961001) for Enterprise Select Pooled Employer Plan, reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 009. It reports 2,631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250425111532NAL0008624961001
Filing year
2023
Form type
3
Plan sponsor
Plan Fiduciary Services, Inc.
EIN
27-3523833
Plan number
009
Location
Clearwater, FL
Participants
2,631
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,822,627
Total liabilities (EOY)
$0
Net assets (EOY)
$59,822,627
Employer contributions
$11,682,391
Participant contributions
$18,969,934
Total income / additions
$41,116,314
Benefits paid
$4,765,901
Administrative expenses
$425,229
Total expenses
$5,191,130
Net increase / (decrease)
$35,925,184
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Pension Services, LLCTPA/SERVICE PROVIDER$15,837$83,494
Pfs Investments IncBROKER/DEALER$0$58,392
Resource Investment Advisors, LlSERVICE PROVIDER$23,788not reported in the loaded dataset
Triad Hybrid SolutionsSERVICE PROVIDER$0$17,263
Massachusetts Mutual Life InsuranceSERVICE PROVIDER$0$13,941
Cetera Advisor Networks LLCSERVICE PROVIDER$0$10,495
Morgan Stanley Smith Barney LLCBROKER/DEALER$0$7,487
Lpl Financial CorporationBROKER/DEALER$0$7,298
Cetera Investment Advisers LLCSERVICE PROVIDER$0$7,189

Related Form 5500 pages