# Palm Beach Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/palm-beach-logistics-llc-plan

> Palm Beach Logistics, LLC's 401(k) plan: 67 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 Logistics, LLC

- **Sponsor EIN:** 843961533

- **Sponsor Address:** 1171 SW 4TH CT, BOCA RATON, FL, 33432

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

- **Total Participants:** 67

- **Total Assets:** $355,666

## 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.|

| 2024|67|$355,666|$49,925|$121,553|

| 2023|147|$192,167|$50,559|$106,893|

| 2022|67|$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|

| 2024|$1,207|$1,207|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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