Plan Ledger DOL Form 5500 · updated monthly

Palm Beach Logistics, LLC401(k)

PALM BEACH LOGISTICS, LLC 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Palm Beach Logistics, LLC reported $1,207 in plan administrative expenses for 2024: 0.44% of average plan assets, lower than ~75% of peers. Employer contributions averaged $745 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Florida (3,533rd of 3,644), and 2,486th of 2,677 in transportation & warehousing. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$355,666
Participants with balances182
Active participants67
Employer contributions$49,925
Employee contributions$121,553
Employer contribution per active participant$745
Average account balance$1,954
Benefits paid to participants$36,544
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$1,207
Total administrative$1,207
The Palm Beach Logistics, LLC 401(k) match · 2024
Employer contribution per active participant$745
Median for plans this size$540

Palm Beach Logistics, LLC's 2024 employer contribution ran above the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$1,207 · 0.44%
Similar plansTransportation & Warehousing · Florida
Yzer LLC FL$551K · 2.56%
Globalvend Logistics LLC FL$415K · 0.47%
Optimal US Logistics Inc FL$361K · 0.53%
Total Package Logistics FL$290K · 0.46%
Shore Delivery LLC FL$287K · 0.54%
Co Logistics LLC FL$277K · 0.43%
Aerothrust Holdings LLC FL$261K · 3.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843961533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.