Back to filter
Original filing (PDF)20251015160338NAL0010533394001
THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH
Form 5500
FILING_RECEIVED
PALMETTO ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN
403(b) retirement plan
Active participants
807
Accounts w/ balance
1,484
Plan assets (EOY)
$97.3M
Net assets (EOY)
$97.3M
How this plan invests
This plan
1 pooled trust
Schedule D
189 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH.
Plan sponsor
Name
THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH
EIN
93-3810313
Address
100 SAINT JOSEPH'S DRIVE · GREENVILLE, SC · 296073795
Phone
(864) 234-9009
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
THE HOBBS GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | TPA | $44K | — |
Investments
185 direct securities · 1 pooled fund· $182.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$179.0M
185 holdings
Pooled Separate Account
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Stock | — | — | — | $15.9M | 16.4% | |
| TIAA-CREF CREF Stock | — | — | — | $15.0M | 15.4% | |
| TIAA-CREF Traditional - Non Benefit Responsive | — | — | — | $12.7M | 13.1% | |
| TIAA-CREF Traditional - Non Benefit Responsive | — | — | — | $12.6M | 12.9% | |
| TIAA-CREF CREF Growth | — | — | — | $9.8M | 10.1% | |
| TIAA-CREF CREF Growth | — | — | — | $8.2M | 8.5% | |
| Blackrock iShares S&P 500 | — | — | — | $6.8M | 7.0% | |
| TIAA-CREF CREF Global Equities | — | — | — | $6.2M | 6.4% | |
| TIAA-CREF CREF Global Equities | — | — | — | $5.9M | 6.0% | |
| TIAA-CREF CREF Equity Index | — | — | — | $5.1M | 5.3% | |
| Blackrock iShares S&P 500 | — | — | — | $4.6M | 4.8% | |
| TIAA-CREF CREF Equity Index | — | — | — | $4.4M | 4.5% | |
| TIAA Traditional - Fully Benefit Responsive | — | — | — | $3.5M | 3.6% | |
| TIAA REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.5M | 3.6% | |
| TIAA-CREF TIAA Access Vang Equity T4 ** 250 TIAA-CREF TIAA Real Est Secs | — | — | — | $3.4M | 3.5% | |
| Blackrock iShares MSCI Eafe Intl | — | — | — | $2.8M | 2.9% | |
| Vanguard TTL BD MKT IDX | — | — | — | $2.8M | 2.9% | |
| Investments - at contract value * TIAA Traditional - Fully Benefit Responsive | — | — | — | $2.8M | 2.9% | |
| Investments - at contract value * TIAA Traditional - Fully Benefit Responsive | — | — | — | $2.7M | 2.7% | |
| TIAA Traditional - Fully Benefit Responsive | — | — | — | $2.5M | 2.6% | |
| TIAA-CREF CREF Money Market | — | — | — | $2.5M | 2.6% | |
| TIAA-CREF CREF Money Market | — | — | — | $2.0M | 2.1% | |
| Vanguard TTL BD MKT IDX | — | — | — | $2.0M | 2.1% | |
| TIAA-CREF CREF Social Choice R1 X4 | — | — | — | $2.0M | 2.0% | |
| Blackrock iShares MSCI Eafe Intl | — | — | — | $2.0M | 2.0% | |
| TIAA-CREF CREF Social Choice R1 X4 | — | — | — | $1.9M | 1.9% | |
| Blackrock iShares Russell Mid Cap | — | — | — | $1.8M | 1.9% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $1.8M | 1.8% | |
| TIAA-CREF CREF Core Bond R1 | — | — | — | $1.7M | 1.8% | |
| Blackrock iShares Russell Mid Cap | — | — | — | $1.3M | 1.3% | |
| Blackrock iSHARES Rus 200 SML Cap IDX K AA | — | — | — | $1.3M | 1.3% | |
| Vanguard Emr Mkts Stk | — | — | — | $996K | 1.0% | |
| Vanguard 500 IDX ADM AH | — | — | — | $909K | 0.9% | |
| Blackrock ISHARES Rus 200 SML Cap IDX K AA | — | — | — | $870K | 0.9% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T2 | — | — | — | $864K | 0.9% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T2 | — | — | — | $761K | 0.8% | |
| TIAA-CREF CREF Inf Linked Bnd R1 X9 | — | — | — | $759K | 0.8% | |
| TIAA-CREF CREF Inf Linked Bnd R1 X9 | — | — | — | $729K | 0.7% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T2 | — | — | — | $698K | 0.7% | |
| Vanguard Emr Mkts Stk | — | — | — | $683K | 0.7% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T2 | — | — | — | $675K | 0.7% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T2 | — | — | — | $587K | 0.6% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T2 | — | — | — | $535K | 0.5% | |
| TIAA-CREF TIAA Access T-C Intl Eq Idx | — | — | — | $484K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T2 | — | — | — | $482K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T2 | — | — | — | $464K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 | — | — | — | $453K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T2 | — | — | — | $436K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T4 | — | — | — | $423K | 0.4% | |
| TIAA-CREF TIAA Access T-C Lg Cap Gr T2 4W | — | — | — | $417K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T2 | — | — | — | $413K | 0.4% | |
| TIAA-CREF TIAA Access T-C Intl Eq Idx | — | — | — | $413K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T4 | — | — | — | $410K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | — | — | — | $398K | 0.4% | |
| TIAA-CREF TIAA Access Lg-Cap VAL T4 | — | — | — | $381K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T4 | — | — | — | $381K | 0.4% | |
| TIAA-CREF TIAA Access Real Estate Sec T4 8S | — | — | — | $364K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | — | — | — | $349K | 0.4% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | — | — | — | $349K | 0.4% | |
| TIAA-CREF TIAA Access Intl Equity T4 8B | — | — | — | $341K | 0.4% | |
| TIAA-CREF Traditional - Non Benefit Responsive | — | — | — | $334K | 0.3% | |
| JPMorgan Large Cap Growth | — | — | — | $323K | 0.3% | |
| TIAA-CREF TIAA Access Lg-Cap VAL T4 | — | — | — | $321K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | — | — | — | $320K | 0.3% | |
| TIAA-CREF TIAA Access T-C Lg Cap Gr T2 4W | — | — | — | $315K | 0.3% | |
| TIAA-CREF Traditional - Non Benefit Responsive | — | — | — | $310K | 0.3% | |
| TIAA-CREF TIAA Access Real Estate Sec T4 8S | — | — | — | $303K | 0.3% | |
| TIAA-CREF TIAA Access Intl Equity T4 8B | — | — | — | $298K | 0.3% | |
| TIAA-CREF TIAA Access SM-CAP BL IDX T4 | — | — | — | $295K | 0.3% | |
| TIAA-CREF TIAA Access SM-CAP EQ T4 | — | — | — | $291K | 0.3% | |
| TIAA-CREF Money Market | — | — | — | $290K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 | — | — | — | $285K | 0.3% | |
| TIAA-CREF TIAA Access Mid-Cap Val T4 | — | — | — | $283K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 | — | — | — | $281K | 0.3% | |
| TIAA-CREF TIAA Access SM-CAP BL IDX T4 | — | — | — | $267K | 0.3% | |
| TIAA-CREF TIAA Access Vang Equity Inc T4 AC | — | — | — | $260K | 0.3% | |
| TIAA-CREF TIAA Access SM-CAP EQ T4 | — | — | — | $252K | 0.3% | |
| TIAA-CREF TIAA Access Mid-Cap Val T4 | — | — | — | $250K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 | — | — | — | $235K | 0.2% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 T2 | — | — | — | $232K | 0.2% | |
| TIAA-CREF TIAA Access Growth & Income T2 4B | — | — | — | $231K | 0.2% | |
| TIAA-CREF TIAA Access MFS Mid Cap VAL T4 A ** 476 TIAA-CREF TIAA Access Mid-Cap Gr T2 | — | — | — | $229K | 0.2% | |
| Vanguard 500 IDX ADM AH | — | — | — | $228K | 0.2% | |
| TIAA-CREF TIAA Access MFS Mid Cap VAL T4 AC ** 539 TIAA-CREF TIAA Access Mid-Cap Gr T2 | — | — | — | $226K | 0.2% | |
| TIAA-CREF TIAA Access T-C S&P 500 IDX T4 8J | — | — | — | $217K | 0.2% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 T2 | — | — | — | $203K | 0.2% | |
| TIAA-CREF TIAA Access Americ Eurpc | — | — | — | $201K | 0.2% | |
| TIAA-CREF TIAA Access SM-CAP EQ T2 | — | — | — | $201K | 0.2% | |
| TIAA-CREF TIAA Access SM-CAP EQ T2 | — | — | — | $195K | 0.2% | |
| TIAA-CREF TIAA Access Americ Eurpc | — | — | — | $194K | 0.2% | |
| Participants Notes Receivable Interest rate - 4.25% - 7.50% | — | — | — | $187K | 0.2% | |
| TIAA-CREF TIAA Access Social Ch Eq T4 | — | — | — | $184K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | — | — | — | $182K | 0.2% | |
| TIAA-CREF TIAA Access Social Ch Eq T4 | — | — | — | $172K | 0.2% | |
| Vanguard Equity Income | — | — | — | $170K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | — | — | — | $168K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T2 | — | — | — | $159K | 0.2% | |
| TIAA-CREF TIAA Access Intl Equity T2 4A | — | — | — | $157K | 0.2% | |
| TIAA-CREF TIAA Access American Euro Gr T2 | — | — | — | $157K | 0.2% | |
| TIAA-CREF TIAA Access T-C LG CP Gr | — | — | — | $154K | 0.2% | |
| TIAA-CREF TIAA Access Growth & Income T2 4 | — | — | — | $150K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T4 | — | — | — | $145K | 0.1% | |
| TIAA-CREF TIAA Access Vang Equity Inc T4 AC | — | — | — | $142K | 0.1% | |
| TIAA-CREF Stable Value | — | — | — | $138K | 0.1% | |
| TIAA-CREF TIAA Access Intl Equity T2 4A | — | — | — | $138K | 0.1% | |
| TIAA-CREF Stable Value | — | — | — | $136K | 0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 | — | — | — | $135K | 0.1% | |
| TIAA-CREF TIAA Access American Euro Gr T2 | — | — | — | $133K | 0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 T2 | — | — | — | $131K | 0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 | — | — | — | $130K | 0.1% | |
| Participants Notes Receivable Interest rate - 4.25% - 7.50% | — | — | — | $130K | 0.1% | |
| TIAA-CREF TIAA Access Real Estate Sec T2 4S | — | — | — | $123K | 0.1% | |
| TIAA-CREF TIAA Access MFS Mid Cap | — | — | — | $122K | 0.1% | |
| Vanguard Mid-Cap IDX | — | — | — | $121K | 0.1% | |
| JPMorgan Large Cap Growth | — | — | — | $121K | 0.1% | |
| TIAA-CREF TIAA Access Growth & Income T4 8B | — | — | — | $121K | 0.1% | |
| TIAA-CREF TIAA Access T-C Lg Cap Gr T4 8W | — | — | — | $120K | 0.1% | |
| TIAA-CREF TIAA Access Real Estate Sec T2 4S | — | — | — | $120K | 0.1% | |
| TIAA-CREF TIAA Access MFS Mid Cap | — | — | — | $119K | 0.1% | |
| TIAA-CREF TIAA Access T-C LG CP Gr | — | — | — | $118K | 0.1% | |
| TIAA-CREF TIAA Access Growth & Income T4 8 | — | — | — | $117K | 0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 T2 | — | — | — | $115K | 0.1% | |
| Vanguard Small-Cap Idx | — | — | — | $113K | 0.1% | |
| TIAA-CREF TIAA Access Vang Equity T2 | — | — | — | $107K | 0.1% | |
| TIAA-CREF TIAA Access T-C S&P 500 IDX T4 8J | — | — | — | $101K | 0.1% | |
| TIAA-CREF TIAA Access Lg-Cap VAL T2 | — | — | — | $99K | 0.1% | |
| TIAA-CREF TIAA Access Lg-Cap VAL T2 | — | — | — | $99K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T2 | — | — | — | $97K | 0.1% | |
| American Funds American Europac Growth | — | — | — | $81K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T2 | — | — | — | $81K | <0.1% | |
| TIAA-CREF TIAA Access SM-CAP BL IDX T2 | — | — | — | $76K | <0.1% | |
| TIAA-CREF TIAA Access Vang Equity T2 | — | — | — | $76K | <0.1% | |
| TIAA-CREF TIAA Access SM-CAP BL IDX T2 | — | — | — | $67K | <0.1% | |
| TIAA-CREF TIAA Access TRP QM | — | — | — | $65K | <0.1% | |
| American Funds American Funds Bond Fnd | — | — | — | $64K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 | — | — | — | $61K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 | — | — | — | $60K | <0.1% | |
| TIAA-CREF Money Market | — | — | — | $59K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lg Cap Gr T4 8W | — | — | — | $59K | <0.1% | |
| Vanguard Mid-Cap IDX | — | — | — | $57K | <0.1% | |
| Vanguard Equity Income | — | — | — | $57K | <0.1% | |
| Vanguard Small-Cap Idx | — | — | — | $57K | <0.1% | |
| TIAA-CREF TIAA Access MFS Mid Cap T2 | — | — | — | $56K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2010 ** 690 TIAA-CREF TIAA Access Lifecycle 2015 T2 | — | — | — | $55K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Val T2 | — | — | — | $54K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2015 T2 | — | — | — | $51K | <0.1% | |
| TIAA-CREF TIAA Access MFS Mid Cap T2 | — | — | — | $49K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Val T2 | — | — | — | $48K | <0.1% | |
| American Funds American Europac Growth | — | — | — | $46K | <0.1% | |
| TIAA-CREF TIAA Access TRP QM | — | — | — | $42K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T4 | — | — | — | $39K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 T4 | — | — | — | $35K | <0.1% | |
| TIAA-CREF TIAA Access Social Ch Eq T2 | — | — | — | $34K | <0.1% | |
| TIAA-CREF TIAA Access T-C Equity Idx T4 | — | — | — | $33K | <0.1% | |
| Vanguard Infl Protect | — | — | — | $31K | <0.1% | |
| TIAA-CREF TIAA Access T-C Equity Idx T2 | — | — | — | $30K | <0.1% | |
| TIAA-CREF TIAA Access Social Ch Eq T2 | — | — | — | $30K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T4 | — | — | — | $26K | <0.1% | |
| TIAA-CREF TIAA Access T-C Equity Idx T2 | — | — | — | $23K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $22K | <0.1% | |
| TIAA-CREF TIAA Access T-C Equity Idx T4 | — | — | — | $21K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $21K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2015 T4 | — | — | — | $20K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Jdx | — | — | — | $19K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Jdx | — | — | — | $18K | <0.1% | |
| TIAA-CREF TIAA Access Inflation Linked Bond T2 4U | — | — | — | $16K | <0.1% | |
| TIAA-CREF TIAA Access Inflation Linked Bond T | — | — | — | $15K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T4 8T | — | — | — | $9K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T4 8T | — | — | — | $9K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond T2 4T | — | — | — | $8K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T2 | — | — | — | $7K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond Plus T2 | — | — | — | $7K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 | — | — | — | $7K | <0.1% | |
| American Funds American Funds Bond Fnd | — | — | — | $6K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 | — | — | — | $6K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 T4 ** 429 TIAA-CREF TIAA Access T-C Lifcyc 2060 T4 AB | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Champlain MD | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 T4 AB | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2055 T4 AB | — | — | — | $4K | <0.1% | |
| TIAA-CREF TIAA Access T-C Lifcyc 2060 T4 ** 488 TIAA-CREF TIAA Access T-C Lifcyc 2060 T4 AB | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access T-C Bond T2 4T | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2010 | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2015 T4 | — | — | — | $2K | <0.1% | |
| TIAA-CREF TIAA Access Money Market T2 | — | — | — | $1K | <0.1% | |
| Vanguard Infl Protect | — | — | — | $1K | <0.1% | |
| TIAA-CREF TIAA Access Money Market T2 | — | — | — | $1K | <0.1% |