Plan Fiduciary Services 401(k) and retirement plans

Plan Fiduciary Services, Inc., Clearwater, FL. EIN 27-3523833. Annual reports 2011–2024. Also filed as Thomas F. Cahill, DDS.

Plan Fiduciary Services, Inc. has 7 active retirement plans on file. The largest is the The Platinum 401(k) Retirement Savings Plan, with 12,711 participants and $97.4 million in assets in 2024. John Hancock has been its recordkeeper since 2021. No traditional pension plan appears in Plan Fiduciary Services's filings since 2011.

Active plans: 7
Participants: 24,038
Plan assets: $301 million
401(k) recordkeeper: John Hancock
Plans on file: 8
Industry: Finance and insurance

All 8 plans

Active plans first

The Platinum 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 004Employer EIN 27-3523833
Participants (2024): 12,711
Net assets (2024): $97.4 million
Recordkeeper: John Hancock2021–2024
Plan administrator: Plan Fiduciary Services, Inc.
2454 N. Mcmullen Booth Road.
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2011

Plans merged into this one: The Platinum 401(k) Retirement Savings Plan Fbo Barbeque Integrated, Inc. (2020); The Platinum 401(k) Retirement Savings Plan Fbo Mri Software, LLC. (2023); The Platinum 401(k) Retirement Savings Plan Fbo American Health Associates, Inc. (2020).

Earlier sponsor: Thomas F. Cahill, DDS (2012–2015).

Earlier plan names: The Platinum 401(k) Retirement Savings Plan Fbo Thomas F. Cahill, DDS..

Year by year, 2012 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,711	$97.4 million	John Hancock
2023	13,692	$181 million	John Hancock
2022	4,677	$133 million	John Hancock
2021	5,672	$165 million	John Hancock
2015	0	$0	not listed
2014	8	$1.5 million	not listed
2013	8	$1.3 million	not listed
2012	8	$1.3 million	not listed

Onedigital Open Pooled Employer Plan

401(k)Active

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

Plan number: 008Employer EIN 27-3523833
Participants (2024): 5,757
Net assets (2024): $93.6 million
Recordkeeper: Empower2021–2024
Plan administrator: Plan Fiduciary Services, Inc.
2454 N. Mcmullent Booth Road, Suite, 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	5,757	$93.6 million	Empower
2023	4,381	$60.1 million	Empower
2022	2,035	$41.8 million	Empower
2021	481	$25.9 million	Empower

Enterprise Select Pooled Employer Plan

401(k)Active

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

Plan number: 009Employer EIN 27-3523833
Participants (2024): 4,868
Net assets (2024): $76.5 million
Last listed recordkeeper: Voya2022
Plan administrator: Plan Fiduciary 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, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,868	$76.5 million	not listed
2023	3,318	$59.8 million	not listed
2022	1,001	$23.9 million	Voya

New Frontier Pooled Employer Plan

401(k)Active

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

Plan number: 007Employer EIN 27-3523833
Participants (2024): 438
Net assets (2024): $7.1 million
Last listed recordkeeper: Voya2022
Plan administrator: Plan Fiduciary Services, Inc.
2451 Mcmullen Booth Road, Suite 200
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	438	$7.1 million	not listed
2023	339	$7.7 million	not listed
2022	391	$6.0 million	Voya

Great West Affiliated Employers Retirement Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 27-3523833
Participants (2024): 136
Net assets (2024): $20.5 million
Recordkeeper: Empower2021–2024
Plan administrator: Plan Fiduciary Services, Inc.
2454 N Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2011

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	136	$20.5 million	Empower
2023	136	$18.4 million	Empower
2022	140	$16.8 million	Empower
2021	113	$23.3 million	Empower
2011	115	$4.8 million	not listed

Acca New England Retirement Savings Plan

401(k)Active

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

Plan number: 005Employer EIN 27-3523833
Participants (2024): 99
Net assets (2024): $2.7 million
Recordkeeper: Empower2021–2024
Plan administrator: Plan Fiduciary Services, Inc.
2454 N Mcmullen Booth Road, ST 431
Clearwater, FL 33759
(813) 281-0707As filed for 2024
In effect since: January 1, 2011

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	99	$2.7 million	Empower
2023	78	$2.4 million	Empower
2022	84	$3.4 million	Empower
2021	118	$4.2 million	Empower
2011	44	$1.5 million	not listed

Insight Financial Partners Pooled Employer Plan

401(k)Active

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

Plan number: 002Employer EIN 27-3523833
Participants (2024): 29
Net assets (2024): $3.6 million
Plan administrator: Plan Fiduciary Services, Inc.
2454 N. Mcmullen Booth Road,st 431
Clearwater, FL 33759
(813) 774-3366As filed for 2024
In effect since: January 1, 2021

Earlier plan names: Hartford Affiliated Employers Retirement Savings Plan.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	29	$3.6 million	not listed
2011	560	$11.8 million	not listed

Affiliated Employers Retirement Savings Plan

401(k)Stopped filing

No annual report since the 2011 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 27-3523833
Participants (2011): 25
Net assets (2011): $857,882
Plan administrator: Plan Fiduciary Services, Inc.
P.O. Box 15522
Clearwater, FL 33766
(727) 213-8111As filed for 2011
In effect since: January 1, 2011

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the The Platinum 401(k) Retirement Savings Plan. 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) 281-0707). 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 8 plans

The Platinum 401(k) Retirement Savings Plan

Onedigital Open Pooled Employer Plan

Enterprise Select Pooled Employer Plan

New Frontier Pooled Employer Plan

Great West Affiliated Employers Retirement Savings Plan

Acca New England Retirement Savings Plan

Insight Financial Partners Pooled Employer Plan

Affiliated Employers Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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