# Palmetto Propane, Fuels, And Ice, INC. 401(k) Plan
Source: https://planprovider.pro/companies/palmetto-propane-fuels-and-ice-inc-401k-plan

> Palmetto Propane, Fuels, And Ice, INC.'s 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmetto Propane, Fuels, And Ice, INC.

- **Sponsor EIN:** 570744136

- **Sponsor Address:** 131 W. CHURCH STREET, BATESBURG, SC, 29006

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

- **Total Participants:** 100

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|100|$3.1M|$61,750|$327,532|

| 2023|101|$3.7M|$75,443|$301,895|

| 2022|109|$2.8M|$56,415|$257,761|

## 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|

| LONGLEAF ADVISORY SERVICES|INVESTMENT ADVISOR|$17,227|—|$17,227|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$11,058|—|$11,058|

| MCGREGOR & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCGREGOR & COMPANY, LLP](https://planprovider.pro/provider/mcgregor-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,285

- **Estimated Expense Ratio:** 0.921% 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|$27,260|—|$27,260|—|—|

| 2023|$21,574|—|$21,574|—|—|

| 2022|$19,727|—|$19,727|—|—|

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