# Palmetto Citizens Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/palmetto-citizens-federal-credit-union-401k-plan

> Palmetto Citizens Federal Credit Union's 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmetto Citizens Federal Credit Union

- **Sponsor EIN:** 570314480

- **Sponsor Address:** PO BOX 5846, COLUMBIA, SC, 292505846

- **Plan Type:** 401(k)

- **Total Participants:** 295

- **Total Assets:** $34.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|295|$34.9M|$1.4M|$1.1M|

| 2023|293|$31.6M|$1.3M|$1.1M|

| 2022|280|$27.8M|$1.2M|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CANTEY, TILLER, PIERCE & GREEN LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$126,952|$30,424|$84,507|—|—|

| 2023|$126,742|$25,593|$88,353|—|—|

| 2022|$119,430|$24,311|$95,119|—|—|

## Similar Plans

- [Allsouth Federal Credit Union](https://planprovider.pro/companies/allsouth-federal-credit-union-401k-plan) — 309 participants

- [Sharonview Federal Credit Union](https://planprovider.pro/companies/sharonview-federal-credit-union-401k-plan) — 276 participants

- [Rev Federal Credit Union](https://planprovider.pro/companies/rev-federal-credit-union-401k-plan) — 253 participants

- [Allsouth Federal Credit Union](https://planprovider.pro/companies/allsouth-federal-credit-union-plan-001) — 249 participants

- [Safe Federal Credit Union](https://planprovider.pro/companies/safe-federal-credit-union-401k-plan) — 341 participants

- [S. C. State Federal Credit Union](https://planprovider.pro/companies/s-c-state-federal-credit-union-401k-plan) — 241 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/palmetto-citizens-federal-credit-union-401k-plan)

© 2026 PlanProvider.Pro