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Original filing (PDF)20251003125332NAL0001400209001
PALMETTO GOODWILL
Form 5500
FILING_RECEIVED
PALMETTO GOODWILL 401(K) PLAN
401(k) retirement plan
Active participants
1,153
Accounts w/ balance
928
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMETTO GOODWILL.
Plan sponsor
Name
PALMETTO GOODWILL
EIN
47-4183942
Address
2150 EAGLE DR. BUILDING 100 · NORTH CHARLESTON, SC · 29406
Phone
(843) 377-2842
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FIRST PARTY ADMINISTRATOR, LLC
EIN
46-2023154
City
ATLANTA, GA
Phone
(678) 500-9551
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $1K | — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | 45-2098380 | ATLANTA, GA | CONTRACT ADMIN | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALMETTO GOODWILL SERVICES | — | CHARLESTON, SC | OTHER | $5K | — |
Investments
37 direct securities· $10.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL RETIRESMART JPM IN RET R4 | — | — | — | $1.6M | 15.6% | |
| EMPOWER CAPITAL PRESERVATION ACCOUNT | — | — | — | $1.5M | 15.1% | |
| MASSMUTUAL RETIRESMART JPM 2045 R4 | — | — | — | $929K | 9.1% | |
| MASSMUTUAL RETIRESMART JPM 2025 R4 | — | — | — | $896K | 8.8% | |
| MASSMUTUAL RETIRESMART JPM 2035 R4 | — | — | — | $893K | 8.8% | |
| MASSMUTUAL RETIRESMART JPM 2060 | — | — | — | $725K | 7.1% | |
| MASSMUTUAL S&P 500 INDEX R4 | — | — | — | $495K | 4.9% | |
| MASSMUTUAL RETIRESMART JPM 2040 R4 | — | — | — | $383K | 3.8% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $298K | 2.9% | |
| FRANKLIN GROWTH A | — | — | — | $248K | 2.4% | |
| MASSMUTUAL RETIRESMART JPM 2050 R4 | — | — | — | $228K | 2.2% | |
| BLACKROCK TOTAL RETURN INV A | — | — | — | $170K | 1.7% | |
| MASSMUTUAL RETIRESMART JPM 2030 R4 | — | — | — | $168K | 1.7% | |
| MASSMUTUAL RETIRESMART JPM 2055 R4 | — | — | — | $159K | 1.6% | |
| MASSMUTUAL 20/80 ALLOCATION R4 | — | — | — | $135K | 1.3% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R3 | — | — | — | $114K | 1.1% | |
| EMPOWER S&P MIDCAP 400 INDEX FUND INV | — | — | — | $101K | 1.0% | |
| AMERICAN FUNDS EUROPACIFIC GR R3 | — | — | — | $85K | 0.8% | |
| INVESCO REAL ESTATE A | — | — | — | $82K | 0.8% | |
| EMPOWER INTERNATIONAL INDEX FUND INV | — | — | — | $80K | 0.8% | |
| HARTFORD BALANCED INCOME R4 | — | — | — | $75K | 0.7% | |
| PIMCO INCOME A | — | — | — | $71K | 0.7% | |
| AMERICAN CENTURY EQUITY INCOME A | — | — | — | $61K | 0.6% | |
| EMPOWER S&P SMCAP 600 INDEX FUND INV | — | — | — | $61K | 0.6% | |
| JPMORGAN SMALL CAP VALUE A | — | — | — | $57K | 0.6% | |
| MASSMUTUAL 40/60 ALLOCATION R4 | — | — | — | $55K | 0.5% | |
| MASSMUTUAL RETIRESMART JPM 2020 R4 | — | — | — | $46K | 0.4% | |
| ALLSPRING SPECIAL MID CAP VALUE A | — | — | — | $45K | 0.4% | |
| MASSMUTUAL HIGH YIELD R4 ** 27 MASSMUTUAL MID CAP GROWTH R4 | — | — | — | $40K | 0.4% | |
| MACQUARIE SMALL CAP GROWTH A | — | — | — | $38K | 0.4% | |
| MASSMUTUAL 60/40 ALLOCATION R4 | — | — | — | $38K | 0.4% | |
| MACQUARIE EMERGING MARKETS A | — | — | — | $27K | 0.3% | |
| MASSMUTUAL US GOV MNY MKT FD | — | — | — | $15K | 0.1% | |
| CLEARBRIDGE MID CAP CLASS A | — | — | — | $14K | 0.1% | |
| MASSMUTUAL 80/20 ALLOCATION R4 | — | — | — | $7K | <0.1% | |
| INVESCO INTERMEDIATE BOND FACTOR A | — | — | — | $3K | <0.1% | |
| AB GLOBAL BOND A | — | — | — | $3K | <0.1% |
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