Plan Snapshot
- Plan Sponsor: Palm Beach Logistics, LLC
- Sponsor EIN: 843961533
- Sponsor Address: 1171 SW 4TH CT, BOCA RATON, FL, 33432
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 74
- Total Assets: $410,828
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 74 | $410,828 | $0 | $0 |
| 2024 | 67 | $355,666 | $49,925 | $121,553 |
| 2023 | 78 | $192,167 | $50,559 | $106,893 |
| 2022 | 119 | $31,408 | $10,896 | $20,658 |
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 |
|---|---|---|---|---|
| CJ CPAS PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $139,647 | $2,371 | — | — | — |
| 2024 | $1,207 | $1,207 | — | — | — |
| 2023 | $18,655 | — | — | — | — |
| 2022 | $5 | — | — | — | — |