# Palm Beach Tan INC. 401(k) Plan
Source: https://planprovider.pro/companies/palm-beach-tan-inc-401k-plan

> Palm Beach Tan INC.'s 401(k) plan: 1,677 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 Tan INC.

- **Sponsor EIN:** 752338010

- **Sponsor Address:** 6321 CAMPUS CIRCLE DR E, IRVING, TX, 75063

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

- **Total Participants:** 1,677

- **Total Assets:** $11.3M

## 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.|

| 2024|1,677|$11.3M|$295,572|$587,725|

| 2023|477|$9.8M|$277,746|$555,578|

| 2022|412|$7.6M|$238,741|$486,761|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## 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|$64,311|$39,695|—|—|—|

| 2023|$53,752|$31,952|—|—|—|

| 2022|$52,662|$2,673|—|—|—|

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