Plan Ledger DOL Form 5500 · updated monthly

Policy Services Company LLC401(k)

POLICY SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST · CORAL SPRINGS, FL · plan year 2024

Reported admin expense ratio · 2024
0.79%

Policy Services Company LLC reported $40,570 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.72% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Florida (2,356th of 3,644), and 639th of 786 in management of companies.

Plan summary
Net assets, end of year$5,822,918
Participants with balances295
Active participants330
Employer contributions—
Employee contributions$962,322
Employer contribution per active participant—
Average account balance$19,739
Benefits paid to participants$259,785
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.8M · 295 accts
2022$3.4M · 87 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,570
Total administrative$40,570
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,509
ASSOCIATED PENSION CONSULTANTS · Contract administrator · Other services$4,061
MML INVESTORS SERVICES LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$40,570 · 0.79%
2022$25,974 · 0.72%
Similar plansManagement of Companies · Florida
Seven Isles Capital LLC FL$6.9M · 1.11%
Archwell Solutions, LLC FL$6.1M · 0.35%
Oglethorpe, Inc. FL$5.6M · 1.61%
1618 Holding, LLC FL$4.3M · 1.02%
Legendary Svs, LLC FL$4.2M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471749958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.