Original filing (PDF)20251015160639NAL0002722371002

PALMETTO GOODWILL SERVICES

Name: PALMETTO GOODWILL SERVICES — PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: PALMETTO GOODWILL SERVICES

Form 5500

FILING_RECEIVED

PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 3

100% in single holding~911 bps in Sched C feesNo recordkeeper disclosed

Active participants

452

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$977K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMETTO GOODWILL SERVICES.

Plan sponsor

Name

PALMETTO GOODWILL SERVICES

EIN

57-0632511

Address

2150 EAGLE DR BLDG 100 · NORTH CHARLESTON, SC · 29046

Phone

(843) 566-0072

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
GSA NATIONAL PLAN ADMINISTRATORS	45-2712335	FAIRFAX, VA	NONE	$56K	—
ELLIOTT DAVIS ADVISORY, LLC	—	GREENVILLE, SC	NONE	$20K	—
WENDELL R. GRAHAM	—	GRAPEVINE, TX	NONE	$15K	—
ISOLVED	—	CHARLOTTE, NC	NONE	$8K	—
BANK OF AMERICA	—	NORTH CHARLESTON, SC	NONE	$8K	—