Plan Snapshot
- Plan Sponsor: Palletone, INC.
- Sponsor EIN: 593724693
- Sponsor Address: 6001 FOXTROT AVE., BARTOW, FL, 33830
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,588
- Total Assets: $44.1M
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. |
|---|---|---|---|---|
| 2022 | 1,588 | $44.1M | $2.6M | $4.1M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $159,315 | — | $159,315 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $78,134 | — | $78,134 |
| CROWE LLP | Auditor | $16,012 | — | $16,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,461
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2022 | $253,461 | — | $253,461 | — | — |