How big is Palmetto Capital Group, LLC's plan?

Palmetto Capital Group, LLC's plan reported $860K in assets and 23 participants for 2024.

Original filing (PDF)20250721084916NAL0000527715001

Palmetto Capital Group, LLC

Name: Palmetto Capital Group, LLC — Palmetto Capital, Form 5500 (2024)
Creator: Palmetto Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palmetto Capital Group, LLC Retirement Savings Plan

401(k) retirement plan · Palmetto Capital Group, LLC's Palmetto Capital Group, LLC Retirement Savings Plan held $860K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

Plan identifiers

Palmetto Capital Group, LLC's EIN is 26-3651782.

EIN 26-3651782

Plan number 001

Plan year 2024

ACK ID 20250721084916NAL0000527715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palmetto Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palmetto Capital Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMETTO CAPITAL GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score