Enterprise Select 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, Enterprise Select Pooled Employer Plan is a benefit plan reported by Plan Fiduciary Services, Inc. under EIN 27-3523833 and plan number 009. The latest loaded filing year is 2023. The filing reports 2,631 participants and $59,822,627 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
- 009
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 2,631
- End-of-year plan assets
- $59,822,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,631 | H, C | 20250425111532NAL0008624961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,822,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,822,627
- Net assets (BOY)
- $23,897,443
Income & contributions
- Employer contributions
- $11,682,391
- Participant contributions
- $18,969,934
- Total contributions
- $34,819,263
- Total income / additions
- $41,116,314
Expenses & distributions
- Benefits paid
- $4,765,901
- Administrative expenses
- $425,229
- Total expenses
- $5,191,130
- Net increase / (decrease)
- $35,925,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Pension Services, LLC | TPA/SERVICE PROVIDER | $15,837 | $83,494 | 2023 |
| Pfs Investments Inc | BROKER/DEALER | $0 | $58,392 | 2023 |
| Resource Investment Advisors, Ll | SERVICE PROVIDER | $23,788 | not reported in the loaded dataset | 2023 |
| Triad Hybrid Solutions | SERVICE PROVIDER | $0 | $17,263 | 2023 |
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $0 | $13,941 | 2023 |
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $10,495 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/DEALER | $0 | $7,487 | 2023 |
| Lpl Financial Corporation | BROKER/DEALER | $0 | $7,298 | 2023 |
| Cetera Investment Advisers LLC | SERVICE PROVIDER | $0 | $7,189 | 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
- Pfs Investments Inc — Schedule C compensation
- Resource Investment Advisors, Ll — Schedule C compensation
- Triad Hybrid Solutions — Schedule C compensation
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation