# Palm Engineering Construction Company INC. 401(k) Plan
Source: https://planprovider.pro/companies/palm-engineering-construction-company-inc-401k-plan

> Palm Engineering Construction Company INC.'s 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palm Engineering Construction Company INC.

- **Sponsor EIN:** 710973001

- **Sponsor Address:** 7330 OPPORTUNITY ROAD, SUITE A, SAN DIEGO, CA, 92111

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

- **Total Participants:** 69

- **Total Assets:** $1.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|69|$1.0M|$352,862|$3,028|

| 2023|77|$849,315|$277,579|$0|

| 2022|62|$562,966|$305,339|$11,100|

| 2021|126|$428,237|$372,028|$37,450|

## 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|

| ECONOMIC GROUP PENSION SERVICES LLC|TPA|$10,650|—|$10,650|

| JLK ROSENBERGER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JLK ROSENBERGER LLP](https://planprovider.pro/provider/jlk-rosenberger-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,650

- **Estimated Expense Ratio:** 1.017% 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|$24,283|—|$24,283|—|—|

| 2023|$10,849|—|—|$10,849|—|

| 2022|$10,902|—|$10,902|—|—|

| 2021|—|—|—|—|—|

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