Find an old Palmetto Goodwill 401(k)

Who to contact about an account in each of the 2 Palmetto Goodwill plans, from the filings. Free, no sign-up, no Social Security number.

Palmetto Goodwill 401(k) Plan

Palmetto Goodwill · Plan 005 · EIN 47-4183942 · North Charleston, SC

Active · plan year 2024 filing401(k)
Plan administratorFirst Party Administrator, LLC
2524 Haberfield Ct. NE, Atlanta, GA 30319
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Ins Co of AmericaSchedule C ↗
Former employees with balances278 separated participants still had money in the planForm 5500 ↗

Palmetto Goodwill 403(b) Plan

Palmetto Goodwill · Plan 006 · EIN 47-4183942 · North Charleston, SC

Active · plan year 2025 filing403(b)
Plan administratorPalmetto Goodwill
2150 Eagle Dr. Building 100, North Charleston, SC 29406
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)

Palmetto Goodwill 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Palmetto Goodwill 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: First Party Administrator, LLC, (678) 500-9551. The accounts are held by the recordkeeper, Empower Annuity Ins Co of America. Have your Social Security number and dates of employment ready.

What is the Palmetto Goodwill 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (678) 500-9551.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Palmetto Goodwill and does not hold accounts. Not financial advice. Report a correction