Plan Snapshot
- Plan Sponsor: The Governing Committee Of The Palmetto Association Of Independent Sch
- Sponsor EIN: 933810313
- Sponsor Address: 100 SAINT JOSEPH'S DRIVE, GREENVILLE, SC, 296073795
- Plan Type: 403(b)
- Total Participants: 807
- Total Assets: $97.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 807 | $97.3M | $2.0M | $2.8M |
| 2023 | 743 | $85.3M | $149,842 | $246,900 |
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 |
|---|---|---|---|---|
| PENTEGRA SERVICES, INC | TPA | $43,681 | — | $43,681 |
| TIAA - TEACHERS INSURANCE AND ANNUI | RECORDKEEPER | $27,453 | — | $27,453 |
| THE HOBBS GROUP | Auditor | $5,447 | — | $5,447 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — RECORDKEEPER
- THE HOBBS GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,581
- Estimated Expense Ratio: 0.079% 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 | $76,066 | — | $70,619 | $5,447 | — |
| 2023 | $18,012 | — | $1,459 | $16,553 | — |