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Socially Responsible Pooled Employer Plan
Plan Compliance Services, Inc., Clearwater FL. Employer ID 593708427, plan number 026. Annual reports on file for 2022 to 2024.
Where the money went
Plans that moved money into this one:
- 2022: money from Acce Institute Retirement Plan moved in.
- Filed 2022-2024Socially Responsible Pooled Employer Plan, Plan Compliance Services, Inc.
- TodaySocially Responsible Pooled Employer Plan still files. Denarius Capital Advisors Inc keeps the records. That is where to ask.
Records are kept by Denarius Capital Advisors Inc, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2023: Money moved out to another plan, but we couldn't find that plan's reports.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.