Department of Labor filing

PALMETTO GOODWILL

PALMETTO GOODWILL 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?

Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

48filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$704

Reported employer contributions per active participant.

Higher than about 41% of comparable plans

#People in the filing

1,153

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$35 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 65% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202448out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions41st percentileTypical peer $972 · based on 167 comparable plans

Lower reported administrative expense65th percentileTypical peer $63 · based on 176 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PALMETTO GOODWILL reported $811,759 in employer contributions across the plan and 1,153 active participants. That works out to $704 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 32.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 20.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context48/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $811,759
Participant contributions: $619,072
Other contributions: $126,600
Employer share of reported contributions: 56.7%
Beginning assets: $8,805,824
Ending assets: $10,162,881
Ending net assets: $10,162,881
Ending liabilities: $0
Total income: $2,339,299
Total expenses: $982,242
Administrative expenses: $64,874
Participant loans: $297,785

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,042

2023

$439

2024

$704

Plan-paid administrative expenses per participant

2022

$44

2023

$34

2024

$35

Active participants

2022

971

2023

1,458

2024

1,153

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$704	1,153	10.2M	20251003125332NAL0001400209001
2023	$439	1,458	8.8M	20240905151910NAL0021711473001
2022	$1,042	971	7.6M	20231005120944NAL0021156705001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 474183942-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2000
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251003125332NAL0001400209001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗