DAVE Hicks signed Palmetto Solar, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palmetto Solar, LLC's EIN is 45-4209575.
Download the official 2024 Form 5500 (PDF) for Palmetto Solar, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palmetto Solar, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 29.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 16.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $933K | 10.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $721K | 8.0% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $654K | 7.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $603K | 6.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $380K | 4.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $321K | 3.6% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $255K | 2.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $172K | 1.9% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $164K | 1.8% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $109K | 1.2% | |
| Fixed Income Guaranteed Fund Principal Life Insurance Co. | Common Stocks | — | — | $97K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $68K | 0.8% | |
| Principal Mid Cap S&P 400 Index SA-Z Principal Life Insurance Co. | Common Stocks | — | — | $66K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $66K | 0.7% | |
| PRIN REAL ESTATES SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $58K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $30K | 0.3% | |
| iShares US Aggregate Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $26K | 0.3% | |
| Principal Diversified International SA-Z Principal Life Insurance Co. | Common Stocks | — | — | $25K | 0.3% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $25K | 0.3% | |
| Janus Inv. - Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Inflation-Protected Sec Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| All Spring Spec M Cap Value R6 Mutual Fund | Other securities | — | — | $16K | 0.2% | |
| Vanguard Target Retirement Income Fund Mutual Fund ** 510 American Funds The Bond Fund of America Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $10K | 0.1% | |
| PIMCO Global Bond (USD-HDG) I Fund Mutual Fund ** 856 DFA International Core Equity I Fund Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Participant loans Interest rate of 10.50% | Bonds / Notes | — | — | $10K | 0.1% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| DFA Emerging Mrkts Core Equity Portfolio Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401K ASSOCIATES | 20-1181458 | — | CONTRACT ADMIN | $0 | — |
