# Palmer Holland, INC. DC Plan
Source: https://planprovider.pro/companies/palmer-holland-inc-plan-001

> Palmer Holland, INC.'s DC plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmer Holland, INC.

- **Sponsor EIN:** 340764574

- **Sponsor Address:** 191 AMERICAN BLVD SUITE 100, WESTLAKE, OH, 44145

- **Plan Type:** DC

- **Total Participants:** 234

- **Total Assets:** $35.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|234|$35.9M|$942,235|$2.3M|

| 2023|222|$30.4M|$1.0M|$2.1M|

| 2022|185|$23.4M|$619,498|$1.5M|

## 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|

| COHEN AND COMPANY, LTD|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|$102,981|$68,990|$33,991|—|—|

| 2023|$85,146|$58,701|$26,445|—|—|

| 2022|$61,062|$41,564|$19,498|—|—|

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