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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTHSTATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $24,400 |
12 funds of $250K or more; 17 lines in all, holding $12.2M of the plan's $12.3M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $6.7M | 54.6% |
| Galliard Stable Return Fund C Allspring · Collective trust | $1.1M | 9.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $972K | 8.0% |
| Vanguard Target Retirement N/R Vanguard · Mutual fund | $729K | 6.0% |
| William Blair Small-Mid Cap Growth Fund Class I William Blair · Mutual fund | $413K | 3.4% |
| Vanguard Admrl Intl Grwth Vanguard · Mutual fund | $352K | 2.9% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $349K | 2.9% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $323K | 2.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $276K | 2.3% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $231K | 1.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.