Palmetto Bluff Investment Llc 401(k) Retirement Plan
Sponsored by Palmetto Bluff Investments Llc · EIN 862804411 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 364
- With balances
- 217
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $23,848 |
| Royal Alliance Associates, Inc. | Recordkeeping, Trustee (institutional), Other services | $7,481 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |