# Palmetto Infusion Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/palmetto-infusion-services-llc-401k-plan

> Palmetto Infusion Services, LLC's 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmetto Infusion Services, LLC

- **Sponsor EIN:** 571085343

- **Sponsor Address:** 147 PROFESSIONAL LANE, PAWLEY ISLAND, SC, 29585

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

- **Total Participants:** 518

- **Total Assets:** $18.0M

## 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|518|$18.0M|$961,486|$1.9M|

| 2023|456|$13.5M|$818,172|$1.6M|

| 2022|355|$9.7M|$699,385|$1.4M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$25,936|—|$25,936|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$23,345|—|$23,345|

| WEBSTER ROGERS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEBSTER ROGERS](https://planprovider.pro/provider/websterrogers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,281

- **Estimated Expense Ratio:** 0.274% 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|$45,074|—|$45,074|—|—|

| 2023|$37,780|—|$37,780|—|—|

| 2022|$29,614|—|$29,614|—|—|

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