How big is Palmetto Infusion Services, LLC's plan?

Palmetto Infusion Services, LLC's plan reported $18.0M in assets and 518 participants for 2024.

Original filing (PDF)20251007092045NAL0002339987001

Palmetto Infusion Services, LLC

Name: Palmetto Infusion Services, LLC — Palmetto Infusion, Form 5500 (2024)
Creator: Palmetto Infusion Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Palmetto Infusion Services, LLC 401(k) Plan

401(k) retirement plan · Palmetto Infusion Services, LLC's Palmetto Infusion Services, LLC 401(k) Plan held $18.0M in plan assets for 518 participants in 2024, with Empower as recordkeeper.

Active participants

518

Accounts w/ balance

386

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

Plan identifiers

Palmetto Infusion Services, LLC's EIN is 57-1085343.

EIN 57-1085343

Plan number 001

Plan year 2024

ACK ID 20251007092045NAL0002339987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palmetto Infusion Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palmetto Infusion Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMETTO INFUSION SERVICES, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

PALMETTO INFUSION SERVICES, LLC

EIN

all filings

Address

147 PROFESSIONAL LANE · SUITE C · PAWLEY ISLAND, SC · 29585

Phone

(800) 809-1265

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$26K	—
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOREN D STARK COMPANY INC

Investments

27 direct securities· $18.0M(100% of reported assets)

Mutual Funds

$15.4M

20 holdings

Other securities

$1.3M

6 holdings

Common Collective Trusts

$1.3M

1 holding

					% of plan
Fidelity Advisor Investment Gr Bd Z	Mutual Funds	—	—	$2.4M	13.3%
Franklin Small Cap Value R6	Mutual Funds	—	—	$2.0M	11.1%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$2.0M	11.1%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.9M	10.6%
Fidelity International Index	Mutual Funds	—	—	$1.8M	9.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$1.3M	7.1%
Fidelity Small Cap Index	Mutual Funds	—	—	$1.2M	6.6%
American Funds Europacific Gr R6	Mutual Funds	—	—	$849K	4.7%
American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$783K	4.4%
American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$713K	4.0%
American Funds Growth Fund Of Amer R6	Mutual Funds	—	—	$502K	2.8%
Ei Fixed Account - Series Class I	Other securities	—	—	$481K	2.7%
Blackrock Mid-Cap Growth Equity K	Other securities	—	—	$479K	2.7%
American Funds American Balanced R6	Mutual Funds	—	—	$438K	2.4%
American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$263K	1.5%
ClearBridge Small Cap Growth IS	Other securities	—	—	$218K	1.2%
American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$159K	0.9%
ClearBridge International Growth IS	Other securities	—	—	$129K	0.7%
American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$127K	0.7%
American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$89K	0.5%
American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$82K	0.5%
American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$54K	0.3%
American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$47K	0.3%
American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$38K	0.2%
Putnam Large Cap Value Fund	Mutual Funds	—	—	$18K	0.1%
PGIM High Yield R6	Other securities	—	—	$10K	<0.1%
Allspring Special Mid Cap Value R6	Other securities	—	—	$8K	<0.1%