Plan Snapshot
- Plan Sponsor: Palmdale Oil Company, LLC
- Sponsor EIN: 592358666
- Sponsor Address: 911 NORTH 2ND STREET, FORT PIERCE, FL, 34950
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $7.1M
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 | 217 | $7.1M | $437,917 | $785,753 |
| 2023 | 209 | $5.5M | $353,680 | $663,112 |
| 2022 | 158 | $4.3M | $302,289 | $571,349 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA. PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA. PLLC — 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 | $24,379 | $17,674 | — | — | — |
| 2023 | $17,601 | $14,001 | — | — | — |
| 2022 | $15,777 | — | — | — | — |