Search public Form 5500 filings

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Companies

companyPlan Fiduciary Services, Inc.
EIN: 27-3523833Location: FLPlans: 6Latest: 2023

Plans

planThe Platinum 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 004Participants: 12,742Assets: $181,100,987Location: Clearwater, FLLatest: 2023
planOnedigital Open Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 008Participants: 3,384Assets: $60,129,933Location: Clearwater, FLLatest: 2023
planEnterprise Select Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 009Participants: 2,631Assets: $59,822,627Location: Clearwater, FLLatest: 2023
planGreat West Affiliated Employers Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 003Participants: 138Assets: $18,435,210Location: Clearwater, FLLatest: 2023
planNew Frontier Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 007Participants: 391Assets: $7,696,232Location: Clearwater, FLLatest: 2023
planAcca New England Retirement Savings PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 005Participants: 89Assets: $2,409,972Location: Clearwater, FLLatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — Great West Affiliated Employers Retirement Savings Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 003Ack ID: 20250430202125NAL0002435345001
filing2023 Form 5500 — The Platinum 401(K) Retirement Savings Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 004Ack ID: 20250501085224NAL0004366704001
filing2023 Form 5500 — Acca New England Retirement Savings Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 005Ack ID: 20250423194244NAL0004141731001
filing2023 Form 5500 — New Frontier Pooled Employer Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 007Ack ID: 20250310191715NAL0027832528001
filing2023 Form 5500 — Onedigital Open Pooled Employer Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 008Ack ID: 20250501115656NAL0004765168001
filing2023 Form 5500 — Enterprise Select Pooled Employer Plan
Sponsor: Plan Fiduciary Services, Inc.EIN: 27-3523833Plan: 009Ack ID: 20250425111532NAL0008624961001

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