# Planhub, INC 401(k) Plan
Source: https://planprovider.pro/companies/planhub-inc-401k-plan

> Planhub, INC's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planhub, INC

- **Sponsor EIN:** 263941206

- **Sponsor Address:** 1665 PALM BEACH LAKES BLVD #300, WEST PALM BEACH, FL, 33401

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

- **Total Participants:** 123

- **Total Assets:** $4.3M

## 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|123|$4.3M|$485,708|$854,933|

| 2023|130|$2.4M|$303,701|$535,724|

| 2022|112|$1.5M|$232,782|$416,533|

## 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|

| CHERRY BEKAERT LLP|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|$29,689|—|$29,689|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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