How big is Palmas Services LLC's plan?

Palmas Services LLC's plan reported $4.9M in assets and 261 participants for 2024.

Original filing (PDF)20250919085231NAL0002314849001

Palmas Services LLC

Name: Palmas Services LLC — Palmas Services LLC 401(k), Form 5500 (2024)
Creator: Palmas Services LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Palmas Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Palmas Services LLC's Palmas Services LLC 401(k) Profit Sharing Plan & Trust held $4.9M in plan assets for 261 participants in 2024, with Paychex as recordkeeper.

Signals · 2

No ERISA fidelity bond35% employer stock

Active participants

261

Accounts w/ balance

246

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Edward Rojas signed Palmas Services LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palmas Services LLC's EIN is 20-3372604.

EIN 20-3372604

Plan number 001

Plan year 2024

ACK ID 20250919085231NAL0002314849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palmas Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palmas Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMAS SERVICES LLC.

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No ERISA fidelity bond reported.

Plan sponsor

Name

PALMAS SERVICES LLC

EIN

all filings

Address

PO BOX 22136 · LAKE BUENA VISTA, FL · 328302136

Phone

(407) 842-1116

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
401K GENERATION INC.	26-4477125	ALTAMONTE SPRINGS, FL	ADVISOR	$20K	—

Investments

22 direct securities· $4.9M(100% of reported assets)

Common Stocks

$1.7M

5 holdings

Common Collective Trusts

$1.5M

5 holdings

Mutual Funds

$1.1M

8 holdings

Other securities

$389K

3 holdings

Bonds / Notes

$203K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.1M	21.5%
Vanguard Wellesley Income Admiral Mutual Fund	Mutual Funds	—	—	$551K	11.2%
401k Generation Inc. Legacy Funds Conservative Fund Model funds	Common Stocks	—	—	$529K	10.8%
401k Generation Inc. Legacy Funds Moderate Growth Fund Model funds	Common Stocks	—	—	$445K	9.1%
401k Generation Inc. Legacy Funds Aggressive Growth Fund Model funds	Common Stocks	—	—	$423K	8.6%
Federated Hermes Total Return Bond Fund Class R6 Shares Mutual Fund	Other securities	—	—	$229K	4.7%
401k Generation Inc. Legacy Funds Moderate Fund Model funds	Common Stocks	—	—	$214K	4.4%
Vanguard Federal Money Market Fund Investor Money market funds	Mutual Funds	—	—	$213K	4.3%
Notes receivable from Interest rates ranging participants from 4.25 to 9.50%	Bonds / Notes	—	—	$203K	4.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$188K	3.8%
Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$146K	3.0%
Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$135K	2.7%
BlackRock Emerging Markets fund, Inc. Institutional Shares Mutual Fund	Common Stocks	—	—	$124K	2.5%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$90K	1.8%
T. Rowe Price Global Multi-Sector Bond Fund I Class Mutual Fund	Other securities	—	—	$82K	1.7%
AB Large Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$79K	1.6%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$47K	1.0%
Vanguard High-Yield Corporate Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$39K	0.8%
Columbia Small Cap Index Fund Institutional 2 Mutual Fund	Common Collective Trusts	—	—	$35K	0.7%
Fidelity Advisor Balanced Z Mutual Fund	Mutual Funds	—	—	$28K	0.6%
American Funds Global Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$24K	0.5%
Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$23K	0.5%