Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $12.8M assets / 1,230 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | PALMETTO GOODWILL 401(K) PLAN | 401(k) | $12.1M | 1,223 | 2025 |
| #006 | PALMETTO GOODWILL 403(B) PLAN | 403(b) | $665K | 7 | 2025 |