# Palm Beach First Responders Foundation, INC. DC Plan
Source: https://planprovider.pro/companies/palm-beach-first-responders-foundation-inc-plan

> Palm Beach First Responders Foundation, INC.'s DC plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palm Beach First Responders Foundation, INC.

- **Sponsor EIN:** 862122418

- **Sponsor Address:** 139 NORTH COUNTY ROAD, PALM BEACH, FL, 33480

- **Plan Type:** DC

- **Total Participants:** 161

- **Total Assets:** $2.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|161|$2.7M|$741,009|$0|

| 2023|157|$1.8M|$664,921|$0|

| 2022|153|$995,700|$586,675|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINSTRATOR|$15,925|—|$15,925|

| HOLYFIELD & THOMAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLYFIELD & THOMAS, LLC](https://planprovider.pro/provider/holyfield-and-thomas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,925

- **Estimated Expense Ratio:** 0.585% 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|$15,925|—|$15,925|—|—|

| 2023|$7,634|—|$7,634|—|—|

| 2022|$3,345|—|$3,345|—|—|

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