# Palm Garden Healthcare Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/palm-garden-healthcare-holdings-ll-plan

> Palm Garden Healthcare Holdings, LLC's DC plan: 2,318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palm Garden Healthcare Holdings, LLC

- **Sponsor EIN:** 320413510

- **Sponsor Address:** 2033 MAIN STREET, SUITE 300, SARASOTA, FL, 34237

- **Plan Type:** DC

- **Total Participants:** 2,318

- **Total Assets:** $16.4M

## 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|2,318|$16.4M|$0|$1.6M|

| 2023|1,960|$15.1M|$0|$1.6M|

| 2022|2,279|$12.4M|$0|$1.6M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$120,517|$16|$120,533|

| WORLD INVESTMENT ADVISORS, LLC|SERVICE PROVIDER|—|$50,000|$50,000|

| WALTERS & ASSOCIATES, CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $170,533

- **Estimated Expense Ratio:** 1.042% 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|$120,517|—|$118,867|—|—|

| 2023|$105,576|—|$103,626|—|—|

| 2022|$101,065|—|—|—|—|

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