What public Form 5500 filings show about the Palmetto Capital Group, LLC 401(k) plan — and how to find and check your own account.
Palmetto Capital Group, LLC (EIN 26-3651782) reports PALMETTO CAPITAL GROUP, LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $860K in plan assets across 23 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Palmetto Capital Group, LLC filing — schedules, fees, and providers.
Palmetto Capital Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Palmetto Capital Group, LLCHR for the recordkeeper’s name and login.
