Plan Compliance Services 401(k) and retirement plans

Plan Compliance Services, Inc., Clearwater, FL. EIN 59-3708427. Annual reports 2021–2024. Also filed as Plan Compliance Services, INC.002.

Plan Compliance Services, Inc. has 22 active retirement plans on file. The largest is the Risk Strategies Prevailing Wage Retirement Program, with 6,033 participants and $22.9 million in assets in 2024. Empower is its recordkeeper. No traditional pension plan appears in Plan Compliance Services's filings since 2021.

Active plans: 22
Participants: 20,261
Plan assets: $340 million
401(k) recordkeeper: Empower
Plans on file: 23
Industry: Finance and insurance

All 23 plans

Active plans first

Risk Strategies Prevailing Wage Retirement Program

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 027Employer EIN 59-3708427
Participants (2024): 6,033
Net assets (2024): $22.9 million
Recordkeeper: Empower2024
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Plans merged into this one: Special Touch Cdpap, Inc Retirement Plan (2023).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,033	$22.9 million	Empower
2023	1,523	$11.4 million	not listed

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 030Employer EIN 59-3708427
Participants (2024): 2,255
Net assets (2024): $72.1 million
Recordkeeper: Empower2024
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullent Booth Road, Suite
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Plans merged into this one: Crenlo Retirement Savings Plan (2023).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,255	$72.1 million	Empower
2023	1,861	$54.7 million	not listed

Secure Choice Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 019Employer EIN 59-3708427
Participants (2024): 2,200
Net assets (2024): $143 million
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road
Clearwater, FL 33759
(813) 744-3366As filed for 2024
In effect since: January 1, 2021

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,200	$143 million	not listed
2023	6	$355,478	not listed

Onedigital Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 018Employer EIN 59-3708427
Participants (2024): 1,656
Net assets (2024): $14.0 million
Recordkeeper: Empower2022–2024
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,656	$14.0 million	Empower
2023	1,811	$7.2 million	Empower
2022	535	$2.6 million	Empower

Enterprise Select Premier Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 033Employer EIN 59-3708427
Participants (2024): 1,514
Net assets (2024): $28.5 million
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,514	$28.5 million	not listed
2023	365	$13.1 million	not listed

CPC Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 025Employer EIN 59-3708427
Participants (2024): 1,491
Net assets (2024): $380,468
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,491	$380,468	not listed
2023	1,284	$62,850	not listed
2022	20	$7,262	not listed

Secure Choice 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 020Employer EIN 59-3708427
Participants (2024): 1,114
Net assets (2024): $5.1 million
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2021

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,114	$5.1 million	not listed
2023	877	$3.0 million	not listed
2022	142	$933,701	not listed

Unison Risk Advisors Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 59-3708427
Participants (2024): 748
Net assets (2024): $5.0 million
Last listed recordkeeper: Voya2022
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	748	$5.0 million	not listed
2023	733	$3.6 million	not listed
2022	636	$2.1 million	Voya
2021	95	$296,233	not listed

Secure Choice 403(b) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 034Employer EIN 59-3708427
Participants (2024): 605
Net assets (2024): $7.4 million
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road,st 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: July 1, 2024

Next(k) Retirement Solutions

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 024Employer EIN 59-3708427
Participants (2024): 526
Net assets (2024): $834,966
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	526	$834,966	not listed
2023	961	$416,984	not listed
2022	746	$33,274	not listed

Qbox Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 013Employer EIN 59-3708427
Participants (2024): 368
Net assets (2024): $11.0 million
Recordkeeper: Empower2022–2024
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: October 1, 2009

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	368	$11.0 million	Empower
2023	392	$9.7 million	Empower
2022	246	$6.4 million	Empower

Envision Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 59-3708427
Participants (2024): 328
Net assets (2024): $4.1 million
Recordkeeper: Empower2021–2024
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road,, ST 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	328	$4.1 million	Empower
2023	253	$2.5 million	Empower
2022	220	$1.3 million	Empower
2021	119	$585,952	Empower

Ppi 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 029Employer EIN 59-3708427
Participants (2024): 323
Net assets (2024): $1.1 million
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: August 1, 2022

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	323	$1.1 million	not listed
2023	291	$1.2 million	not listed

Secure Retirement 403(b) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 032Employer EIN 59-3708427
Participants (2024): 301
Net assets (2024): $1.7 million
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road,st 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2023

Sca Great Lakes Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-3708427
Participants (2024): 281
Net assets (2024): $7.9 million
Last listed recordkeeper: John Hancock2021–2022
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: February 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	281	$7.9 million	not listed
2023	252	$8.3 million	not listed
2022	204	$5.1 million	John Hancock
2021	190	$6.4 million	John Hancock

Tag(k) Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 010Employer EIN 59-3708427
Participants (2024): 229
Net assets (2024): $3.5 million
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	229	$3.5 million	not listed
2023	337	$9.3 million	not listed
2022	151	$2.8 million	not listed
2021	17	$68,437	not listed

The Doctor'S Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 021Employer EIN 59-3708427
Participants (2024): 122
Net assets (2024): $5.8 million
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 1995

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	122	$5.8 million	not listed
2023	133	$8.0 million	not listed
2022	33	$3.4 million	not listed

Spark Members Pooled 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 59-3708427
Participants (2024): 93
Net assets (2024): $1.8 million
Recordkeeper: Northwest Plan Services2022–2024
Plan administrator: Plan Compliance Services, Inc.
2454 N Mcmullen Booth Road, Suite 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	93	$1.8 million	Northwest Plan Services
2023	143	$1.2 million	Northwest Plan Services
2022	133	$738,326	Northwest Plan Services
2021	38	$289,190	not listed

Puzzle Wealth Solutions Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 028Employer EIN 59-3708427
Participants (2024): 12
Net assets (2024): $455,209
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12	$455,209	not listed
2023	11	$290,246	not listed
2022	10	$91,856	not listed

Socially Responsible Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 026Employer EIN 59-3708427
Participants (2024): 8
Net assets (2024): $106,883
Recordkeeper: Denarius Capital Advisors2022–2024
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2022

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8	$106,883	Denarius Capital Advisors
2023	53	$106,225	Denarius Capital Advisors
2022	78	$2.1 million	Denarius Capital Advisors

Secure Retirement Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 014Employer EIN 59-3708427
Participants (2023): 33
Net assets (2023): $149,220
Recordkeeper: PCS Retirement2022–2023
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road,st 431
Clearwater, FL 33759
(813) 281-0707As filed for 2023
In effect since: January 1, 2021

Year by year, 2021 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	33	$149,220	PCS Retirement
2022	460	$4.9 million	PCS Retirement
2021	357	$3.9 million	not listed

Insight Financial Partners Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 002Employer EIN 59-3708427
Participants (2023): 21
Net assets (2023): $2.9 million
Plan administrator: Plan Compliance Services, Inc.
2454 N. Mcmullen Booth Road,st 431
Clearwater, FL 33759
(813) 281-0707As filed for 2023
In effect since: January 1, 2021

Earlier sponsor: Plan Compliance Services, INC.002 (2021).

Year by year, 2021 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	21	$2.9 million	not listed
2022	20	$2.4 million	not listed
2021	18	$2.6 million	not listed

Green Future Esg Pooled Employer Plan

401(k)Closed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 023Employer EIN 59-3708427
Participants (2023): 2
Net assets (2023): $15,362
Plan administrator: Plan Compliance Services, Inc.
2454 Mcmullen Booth Road
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2021

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	2	$15,362	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Risk Strategies Prevailing Wage Retirement Program. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((813) 774-3366). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 23 plans

Risk Strategies Prevailing Wage Retirement Program

Risk Strategies Pooled Employer Plan for Private Equity Portfolio Co'S

Secure Choice Pooled Employer Plan

Onedigital Pooled Employer Plan

Enterprise Select Premier Pooled Employer Plan

CPC Retirement Savings Plan

Secure Choice 401(k) Plan

Unison Risk Advisors Pooled Employer Plan

Secure Choice 403(b) Retirement Savings Plan

Next(k) Retirement Solutions

Qbox Pooled Employer Plan

Envision Retirement Savings Plan

Ppi 401(k) Retirement Plan

Secure Retirement 403(b) Pooled Employer Plan

Sca Great Lakes Pooled Employer Plan

Tag(k) Pooled Employer Plan

The Doctor'S Retirement Plan

Spark Members Pooled 401(k) Retirement Plan

Puzzle Wealth Solutions Pooled Employer Plan

Socially Responsible Pooled Employer Plan

Secure Retirement Pooled Employer Plan

Insight Financial Partners Pooled Employer Plan

Green Future Esg Pooled Employer Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in FL