Onedigital Open Pooled Employer 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, Onedigital Open Pooled Employer Plan is a benefit plan reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 008. The latest loaded filing year is 2023. The filing reports 3,384 participants and $60,129,933 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
- 008
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 3,384
- End-of-year plan assets
- $60,129,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,384 | H, C | 20250501115656NAL0004765168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,129,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,129,933
- Net assets (BOY)
- $41,751,015
Income & contributions
- Employer contributions
- $3,421,774
- Participant contributions
- $6,441,235
- Total contributions
- $16,970,067
- Total income / additions
- $25,551,214
Expenses & distributions
- Benefits paid
- $6,726,844
- Administrative expenses
- $445,452
- Total expenses
- $7,172,296
- Net increase / (decrease)
- $18,378,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Pension Services | CONTRACT/ADMIN | $219,107 | not reported in the loaded dataset | 2023 |
| Souders Financial Advisors | INVESTMENT/ADVISOR/OTHER | $64,353 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $59,588 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISOR | $43,846 | not reported in the loaded dataset | 2023 |
| Cambridge Investment | INVESTMENT/ADVISOR/OTHER | $43,294 | not reported in the loaded dataset | 2023 |
| Resources Investments Advisors, LLC | INVESTMENT/ADVISOR/OTHER | $24,507 | not reported in the loaded dataset | 2023 |
| Sigma Financial Corporation | BROKER/ADVISOR/OTHER | $0 | $17,726 | 2023 |
| Wells Fargo Advisors | INVESTMENT/MGMT/OTHER | $14,833 | not reported in the loaded dataset | 2023 |
| Hmm Cpas Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| First American Asset Advisory LLC | INVESTMENT ADVISOR | $6,255 | 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 — Schedule C compensation
- Souders Financial Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Cambridge Investment — Schedule C compensation
- Resources Investments Advisors, LLC — Schedule C compensation
- Sigma Financial Corporation — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Hmm Cpas Llp — Schedule C compensation
- First American Asset Advisory LLC — Schedule C compensation