Palmetto Moon 401(k) Plan
Sponsored by Palmetto Moon, Llc · EIN 542065775 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 268
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Websterrogers Financial Advisors, Llc CRD 121006 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $26,796 |
| Websterrogers Financial Advisors, L | Investment advisory (plan), Direct payment from the plan | $17,797 |