Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMETTO INVESTMENT CONSULTANTS, LLC
EIN 27-4181565financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
10
305 OAKLAND AVENUE - ROCK HILL, SC 29730803-909-7000palmettoinvestmentconsultants.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PALMETTO INVESTMENT CONSULTANTS CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALMETTO INVESTMENT CONSULTANTS 401(K) PLAN
401k
Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PALMETTO INVESTMENT CONSULTANTS CASH BALANCE PLAN | CashBalance | $2.6M | 4 | 2025 | |
| 001 | PALMETTO INVESTMENT CONSULTANTS 401(K) PLAN | 401k | $1.9M | 6 | 2025 |
Retirement plans