How big is Palumbo, Wolfe & Palumbo, P.C.'s plan?

Palumbo, Wolfe & Palumbo, P.C.'s plan reported $3.2M in assets and 6 participants for 2024.

Original filing (PDF)20250523085229NAL0005527296001

Palumbo, Wolfe & Palumbo, P.C.

Name: Palumbo, Wolfe & Palumbo, P.C. — Palumbo, Wolfe &, Form 5500 (2024)
Creator: Palumbo, Wolfe & Palumbo, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palumbo, Wolfe & Palumbo, P.C. 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated)

401(k) retirement plan · Palumbo, Wolfe & Palumbo, P.C.'s Palumbo, Wolfe & Palumbo, P.C. 401(k) Profit Sharing Plan and Trust Agreement (Amended and Restated) held $3.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Palumbo, Wolfe & Palumbo, P.C.'s EIN is 20-4304537.

EIN 20-4304537

Plan number 001

Plan year 2024

ACK ID 20250523085229NAL0005527296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palumbo, Wolfe & Palumbo, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palumbo, Wolfe & Palumbo, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALUMBO, WOLFE & PALUMBO, P.C..

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

PALUMBO, WOLFE & PALUMBO, P.C.

EIN

all filings

Address

2800 N. CENTRAL AVE., SUITE 1400 · PHOENIX, AZ · 85004

Phone

(602) 265-5777

Industry

Law Offices· Professional & Technical Services

Plan administrator