Bluffton, SC Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bluffton, SC has 23 loaded benefit plan(s) reported by 22 plan sponsor(s), with $16,515,716 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 22
- Latest filing year
- 2023
What stands out in Bluffton
- 23 loaded plans hold $16.5M in reported assets across 22 sponsors.
- The largest, Palmetto Bluff Investment LLC 401(K) Retirement Plan, holds 25% of reported Bluffton plan assets.
- Plans cover 968 participants — about 42 per plan.
- 87% of loaded plans report full Schedule H/I financial statements.
- 13% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bluffton, SC plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Bluffton market comparison
Largest loaded plans in Bluffton
Bars show each plan's reported end-of-year assets relative to the largest.
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- 21Superior Services Employee Benefit Plannot reported in the loaded datasetSuperior Services Tm, Inc. · 2023
- 22Palmetto Bluff Company, LLC Health And Welfare Plannot reported in the loaded datasetPalmetto Bluff Investments, LLC · 2023
- 23Colleton River Plantation Club, Inc. Welfare Benefit Plannot reported in the loaded datasetColleton River Plantation Club, Inc. · 2023
Largest plans in Bluffton → · Bluffton plans by participants → · Bluffton plans with financial data → · Bluffton plans with provider compensation → · $1B+ plans in Bluffton →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Bluffton, SC?
- 23 plan(s) reported by 22 sponsor(s) are loaded for Bluffton, SC.
Related Form 5500 pages
- All SC Form 5500 filings
- Palmetto Bluff Investment LLC 401(K) Retirement Plan (plan 001)
- Palmetto Bluff Investments LLC — all reported plans
- Cleland Constructors, Inc. 401(K) Plan (plan 003)
- Cleland Constructors, Inc. — all reported plans
- J.B. Frost, M.D. 401(K) Plan (plan 002)
- Jeffrey Frost, M.D. — all reported plans
- Whbiv Enterprises Inc. Retirement Plan (plan 001)
- Whbiv Enterprises Inc. — all reported plans
- J. Bragg Consulting, Inc. 401(K) Plan (plan 001)
- J. Bragg Consulting, Inc. — all reported plans
- Bluffton Art And Frame, Inc. Retirement Plan (plan 001)
- Bluffton Art And Frame, Inc. — all reported plans
- Polson, Inc. 401(K) Profit Sharing Plan (plan 001)
- Polson, Inc. — all reported plans
- Imagine, Inc. 401(K) Plan (plan 001)
- Imagine, Inc. — all reported plans
- Pether Investments Corp. 401(K) Profit Sharing Plan (plan 001)
- Pether Investments Corp. — all reported plans
- Chiburgh Inc 401(K)Profit Sharing Plan (plan 001)
- Chiburgh, Inc — all reported plans
- Phoenix Estate Administration Inc. Retirement Plan (plan 001)
- Phoenix Estate Administration Inc. — all reported plans
- Parker Title Services LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Parker Title Services LLC — all reported plans
- Rlt Enterprises, Inc. Retirement Plan (plan 001)
- Rlt Enterprises, Inc. — all reported plans
- Living Easy Investment Plan (plan 001)
- Living Easy Inc. — all reported plans
- Coastalsouth Inc. Retirement Plan (plan 001)
- Coastalsouth Inc. — all reported plans
- Methodology
- Data sources