2023 Form 5500 filing — Onedigital Open 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 20250501115656NAL0004765168001) for Onedigital Open Pooled Employer Plan, reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 008. It reports 3,384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501115656NAL0004765168001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 008
- Location
- Clearwater, FL
- Participants
- 3,384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,129,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,129,933
- Employer contributions
- $3,421,774
- Participant contributions
- $6,441,235
- Total income / additions
- $25,551,214
- Benefits paid
- $6,726,844
- Administrative expenses
- $445,452
- Total expenses
- $7,172,296
- Net increase / (decrease)
- $18,378,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Services | CONTRACT/ADMIN | $219,107 | not reported in the loaded dataset |
| Souders Financial Advisors | INVESTMENT/ADVISOR/OTHER | $64,353 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,588 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $43,846 | not reported in the loaded dataset |
| Cambridge Investment | INVESTMENT/ADVISOR/OTHER | $43,294 | not reported in the loaded dataset |
| Resources Investments Advisors, LLC | INVESTMENT/ADVISOR/OTHER | $24,507 | not reported in the loaded dataset |
| Sigma Financial Corporation | BROKER/ADVISOR/OTHER | $0 | $17,726 |
| Wells Fargo Advisors | INVESTMENT/MGMT/OTHER | $14,833 | not reported in the loaded dataset |
| Hmm Cpas Llp | AUDITOR | $10,000 | not reported in the loaded dataset |
| First American Asset Advisory LLC | INVESTMENT ADVISOR | $6,255 | not reported in the loaded dataset |