form5500lookup

Form 5500 · Retirement plan · CLEARWATER, FL

PLAN COMPLIANCE SERVICES, INC.

The filing calls this plan ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN.

PLAN COMPLIANCE SERVICES, INC. of CLEARWATER, FL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3708427 · plan 033 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
230
Contracts on file
1
Contract value
$67,075
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $67,075 at the end of the plan year, as reported on Schedule A.

$30 in agent commissions is disclosed across the contracts; NORTHWESTERN MUTUAL INVESTMENT SERV is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC1,092December$67,075$30

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PLAN COMPLIANCE SERVICES, INC.
EIN 59-3708427
AMERICAN PENSION SERVICES, LLC
THIRD PARTY ADMINISTRATO · EIN 71-0294708
$0
paid directly by the plan
CETERA INVESTMENT ADVISERS LLC
SERVICE PROVIDER · EIN 36-3258176
$0
paid directly by the plan
CLEAR CREEK FINANCIAL MANAGEMENT
SERVICE PROVIDER · EIN 46-5392613
$0
paid directly by the plan
NORTHWESTERN MUTUAL INVESTMENT
BROKER/DEALER · EIN 06-1375177
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$28,464,755
Paid out in benefits
$1,027,544
Participants at the start of the year
230
Participants with account balances
1,060

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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