Duffy Campbell signed Palmetto Moon, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palmetto Moon, LLC's EIN is 54-2065775.
Download the official 2024 Form 5500 (PDF) for Palmetto Moon, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palmetto Moon, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, L | — | FLORENCE, SC | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $449K | 15.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 502 Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $431K | 15.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $372K | 13.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $356K | 12.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $344K | 12.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $255K | 9.0% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $184K | 6.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $176K | 6.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $68K | 2.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Mutual Funds | — | — | $59K | 2.1% | |
| American Funds New World R6 American Funds 0 897 Baird Aggregate Bond Inst Baird 0 | Mutual Funds | — | — | $58K | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $28K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $21K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 943 Vanguard Federal Money Market Inv Vanguard 0 | Common Collective Trusts | — | — | $14K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
