Great West Affiliated Employers Retirement Savings Plan — Form 5500 plan (Plan Fiduciary Services, Inc.)
Plain-English plan 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, Great West Affiliated Employers Retirement Savings Plan is a benefit plan reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $18,435,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Fiduciary Services, Inc.
- EIN
- 27-3523833
- Plan number
- 003
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $18,435,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20250430202125NAL0002435345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,435,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,435,210
- Net assets (BOY)
- $16,830,665
Income & contributions
- Employer contributions
- $453,871
- Participant contributions
- $582,499
- Total contributions
- $1,036,370
- Total income / additions
- $3,468,892
Expenses & distributions
- Benefits paid
- $1,783,686
- Administrative expenses
- $93,755
- Total expenses
- $1,864,347
- Net increase / (decrease)
- $1,604,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Pension Services, LLC | CONTRACT ADMIN | $49,304 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,456 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ ADVISER | $0 | $21,462 | 2023 |
| Onedigital Investment Advisors LLC | OTHER | $9,134 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Fiduciary Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- American Pension Services, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation