Search public Form 5500 filings

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Companies

companyPlan Compliance Services, Inc.
EIN: 59-3708427Location: FLPlans: 21Latest: 2023

Plans

planRisk Strategies Pooled Employer Plan For Private Equity Portfolio Co'SFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 030Participants: 532Assets: $54,678,450Location: Clearwater, FLLatest: 2023
planEnterprise Select Premier Pooled Employer PlanFinancial statement2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 033Participants: 230Assets: $13,134,007Location: Clearwater, FLLatest: 2023
planRisk Strategies Prevailing Wage Retirement ProgramFinancial statement2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 027Participants: 941Assets: $11,406,465Location: Clearwater, FLLatest: 2023
planQbox Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 013Participants: 343Assets: $9,664,515Location: Clearwater, FLLatest: 2023
planTag(K) Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 010Participants: 294Assets: $9,345,820Location: Clearwater, FLLatest: 2023
planSca Great Lakes Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 001Participants: 204Assets: $8,282,651Location: Clearwater, FLLatest: 2023
planThe Doctor'S Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 021Participants: 74Assets: $8,009,176Location: Clearwater, FLLatest: 2023
planOnedigital Pooled Employer PlanFinancial statementProvider compensation2023 filing
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 018Participants: 1,501Assets: $7,239,128Location: 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 — Insight Financial Partners Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 002Ack ID: 20250414145654NAL0001842641001
filing2023 Form 5500 — Envision Retirement Savings Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 005Ack ID: 20250602113849NAL0009500289001
filing2023 Form 5500 — Spark Members Pooled 401(K) Retirement Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 007Ack ID: 20241015120519NAL0028321665001
filing2023 Form 5500 — Unison Risk Advisors Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 008Ack ID: 20250312152327NAL0019450193001
filing2023 Form 5500 — Tag(K) Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 010Ack ID: 20250414144244NAL0003652498001
filing2023 Form 5500 — Qbox Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 013Ack ID: 20260310141645NAL0003942515001
filing2023 Form 5500 — Secure Retirement Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 014Ack ID: 20240930151828NAL0009683440001
filing2023 Form 5500 — Sca Great Lakes Pooled Employer Plan
Sponsor: Plan Compliance Services, Inc.EIN: 59-3708427Plan: 001Ack ID: 20250421175658NAL0007498930001

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