# Palmetto Goodwill Services Health & Welfare Plan
Source: https://planprovider.pro/companies/palmetto-goodwill-services-570632511-502

> Palmetto Goodwill Services's Health & Welfare plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmetto Goodwill Services

- **Sponsor EIN:** 570632511

- **Sponsor Address:** 2150 EAGLE DR BLDG 100, NORTH CHARLESTON, SC, 29046

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 452

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|452|$1.2M|$4.7M|$718,509|

| 2023|452|$785,342|$3.6M|$709,486|

| 2022|450|$933,807|$3.4M|$550,807|

## 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|

| GSA NATIONAL PLAN ADMINISTRATORS|Other Service Provider|$55,772|—|$55,772|

| ELLIOTT DAVIS ADVISORY, LLC|Other Service Provider|$19,500|—|$19,500|

| WENDELL R. GRAHAM|Other Service Provider|$14,789|—|$14,789|

| ISOLVED|Other Service Provider|$8,144|—|$8,144|

| BANK OF AMERICA|Other Service Provider|$7,970|—|$7,970|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,175

- **Estimated Expense Ratio:** 9.111% of plan assets

### 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|$129,485|—|—|—|—|

| 2023|$161,042|—|—|—|—|

| 2022|$133,675|—|$85,814|—|$22,770|

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