# Palletone, INC. 401(k) Plan
Source: https://planprovider.pro/companies/palletone-inc-401k-plan

> Palletone, INC.'s 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Palletone, INC.

- **Sponsor EIN:** 593724693

- **Sponsor Address:** 6001 FOXTROT AVE., BARTOW, FL, 33830

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$2.6M|$4.1M|

| 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|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $253,461

### 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|

| 2023|$287,509|$101,229|—|$17,500|—|

| 2022|$253,461|—|$253,461|—|—|

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