# Investment Corporation Of Palm Beach 401(k) Plan
Source: https://planprovider.pro/companies/investment-corporation-of-palm-beach-401k-plan

> Investment Corporation Of Palm Beach's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investment Corporation Of Palm Beach

- **Sponsor EIN:** 591318711

- **Sponsor Address:** 1111 NORTH CONGRESS AVE, WEST PALM BEACH, FL, 33409

- **Plan Type:** 401(k)

- **Total Participants:** 342

- **Total Assets:** $13.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|342|$13.9M|$99,047|$771,577|

| 2023|336|$12.4M|$269,710|$848,691|

| 2022|318|$11.5M|$279,043|$884,840|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BARCLAY BRELAND FAMILY OFFICE|INVESTMENT ADVISOR|$33,390|—|$33,390|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$29,646|—|$29,646|

| MCSOLEY MCMOY & CO|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,036

- **Estimated Expense Ratio:** 0.452% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$48,878|$33,390|—|—|—|

| 2023|$44,505|—|$44,505|—|—|

| 2022|$55,299|—|$55,299|—|—|

## Similar Plans

- [Orlando Magic, Ltd.](https://planprovider.pro/companies/orlando-magic-ltd-401k-plan) — 333 participants

- [Buccaneers Team LLC](https://planprovider.pro/companies/buccaneers-team-llc-401k-plan) — 327 participants

- [Jacksonville Jaguars, LLC](https://planprovider.pro/companies/jacksonville-jaguars-llc-401k-plan) — 404 participants

- [Florida Panthers Hockey Club, Ltd](https://planprovider.pro/companies/florida-panthers-hockey-club-ltd-401k-plan) — 455 participants

- [Miami Dolphins Ltd.](https://planprovider.pro/companies/miami-dolphins-ltd-401k-plan) — 458 participants

- [Miami Heat Limited Partnership](https://planprovider.pro/companies/miami-heat-limited-partnership-401k-plan) — 507 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investment-corporation-of-palm-beach-401k-plan)

© 2026 PlanProvider.Pro