# Palmetto Moon, LLC 401(k) Plan
Source: https://planprovider.pro/companies/palmetto-moon-llc-plan

> Palmetto Moon, LLC's 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palmetto Moon, LLC

- **Sponsor EIN:** 542065775

- **Sponsor Address:** 1950 HANAHAN ROAD, NORTH CHARLESTON, SC, 29406

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

- **Total Participants:** 268

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|268|$2.8M|$214,668|$414,540|

| 2023|391|$2.2M|$193,796|$391,671|

| 2022|182|$1.5M|$153,425|$312,315|

## 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|

| DAVIS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVIS & COMPANY](https://planprovider.pro/provider/davis-law-llc) — Auditor

## 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|$44,594|$17,797|$26,797|—|—|

| 2023|$32,486|$13,183|$19,303|—|—|

| 2022|$29,848|$10,964|$18,696|—|$188|

## Similar Plans

- [Top View Corp.](https://planprovider.pro/companies/top-view-corp-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/palmetto-moon-llc-plan)

© 2026 PlanProvider.Pro