AUMdb

Palmetto Goodwill 401(k) Plan

Sponsored by Palmetto Goodwill · EIN 474183942 · Plan #005

Total assets
$10.2M
Net assets
$10.2M
Active participants
1,153
With balances
928

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $43,042
My Benefits Llc Contract administrator $13,231
Palmetto Goodwill Services Other fees $5,419
Empower Advisory Group, Llc Investment management $1,382
Lpl Financial Llc Other commissions $0