John A. Starr signed Palmetto Goodwill's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palmetto Goodwill's EIN is 47-4183942.
Download the official 2024 Form 5500 (PDF) for Palmetto Goodwill from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palmetto Goodwill's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASSMUTUAL RETIRESMART JPM IN RET R4 | Other securities | — | — | $1.6M | 15.6% | |
| EMPOWER CAPITAL PRESERVATION ACCOUNT | Other securities | — | — | $1.5M | 15.1% | |
| MASSMUTUAL RETIRESMART JPM 2045 R4 | Other securities | — | — | $929K | 9.1% | |
| MASSMUTUAL RETIRESMART JPM 2025 R4 | Other securities | — | — | $896K | 8.8% | |
| MASSMUTUAL RETIRESMART JPM 2035 R4 | Other securities | — | — | $893K | 8.8% | |
| MASSMUTUAL RETIRESMART JPM 2060 | Other securities | — | — | $725K | 7.1% | |
| MASSMUTUAL S&P 500 INDEX R4 | Common Collective Trusts | — | — | $495K | 4.9% | |
| MASSMUTUAL RETIRESMART JPM 2040 R4 | Other securities | — | — | $383K | 3.8% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $298K | 2.9% | |
| FRANKLIN GROWTH A | Mutual Funds | — | — | $248K | 2.4% | |
| MASSMUTUAL RETIRESMART JPM 2050 R4 | Other securities | — | — | $228K | 2.2% | |
| BLACKROCK TOTAL RETURN INV A | Other securities | — | — | $170K | 1.7% | |
| MASSMUTUAL RETIRESMART JPM 2030 R4 | Other securities | — | — | $168K | 1.7% | |
| MASSMUTUAL RETIRESMART JPM 2055 R4 | Other securities | — | — | $159K | 1.6% | |
| MASSMUTUAL 20/80 ALLOCATION R4 | Other securities | — | — | $135K | 1.3% | |
| AMERICAN FUNDS FUNDAMENTAL INVS R3 | Mutual Funds | — | — | $114K | 1.1% | |
| EMPOWER S&P MIDCAP 400 INDEX FUND INV | Common Collective Trusts | — | — | $101K | 1.0% | |
| AMERICAN FUNDS EUROPACIFIC GR R3 | Mutual Funds | — | — | $85K | 0.8% | |
| INVESCO REAL ESTATE A | Mutual Funds | — | — | $82K | 0.8% | |
| EMPOWER INTERNATIONAL INDEX FUND INV | Common Collective Trusts | — | — | $80K | 0.8% | |
| HARTFORD BALANCED INCOME R4 | Other securities | — | — | $75K | 0.7% | |
| PIMCO INCOME A | Mutual Funds | — | — | $71K | 0.7% | |
| AMERICAN CENTURY EQUITY INCOME A | Other securities | — | — | $61K | 0.6% | |
| EMPOWER S&P SMCAP 600 INDEX FUND INV | Common Collective Trusts | — | — | $61K | 0.6% | |
| JPMORGAN SMALL CAP VALUE A | Other securities | — | — | $57K | 0.6% | |
| MASSMUTUAL 40/60 ALLOCATION R4 | Other securities | — | — | $55K | 0.5% | |
| MASSMUTUAL RETIRESMART JPM 2020 R4 | Other securities | — | — | $46K | 0.4% | |
| ALLSPRING SPECIAL MID CAP VALUE A | Other securities | — | — | $45K | 0.4% | |
| MASSMUTUAL HIGH YIELD R4 ** 27 MASSMUTUAL MID CAP GROWTH R4 | Other securities | — | — | $40K | 0.4% | |
| MACQUARIE SMALL CAP GROWTH A | Other securities | — | — | $38K | 0.4% | |
| MASSMUTUAL 60/40 ALLOCATION R4 | Other securities | — | — | $38K | 0.4% | |
| MACQUARIE EMERGING MARKETS A | Other securities | — | — | $27K | 0.3% | |
| MASSMUTUAL US GOV MNY MKT FD | Other securities | — | — | $15K | 0.1% | |
| CLEARBRIDGE MID CAP CLASS A | Other securities | — | — | $14K | 0.1% | |
| MASSMUTUAL 80/20 ALLOCATION R4 | Other securities | — | — | $7K | <0.1% | |
| INVESCO INTERMEDIATE BOND FACTOR A | Mutual Funds | — | — | $3K | <0.1% | |
| AB GLOBAL BOND A | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS LLC | 45-2098380 | ATLANTA, GA | CONTRACT ADMIN | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PALMETTO GOODWILL SERVICES | — | CHARLESTON, SC | OTHER | $5K | — |
