How big is Bruce Palmer, LLC's plan?

Bruce Palmer, LLC's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250508091903NAL0018835600001

Bruce Palmer, LLC

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

Form 5500-SF

FILING_RECEIVED

Bruce Palmer, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bruce Palmer, LLC's Bruce Palmer, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Bruce Palmer, LLC's EIN is 20-4658621.

EIN 20-4658621

Plan number 001

Plan year 2024

ACK ID 20250508091903NAL0018835600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bruce Palmer, 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 BRUCE PALMER, LLC.

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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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BRUCE PALMER, LLC

EIN

all filings

Address

29 THOMPSON COURT · REHOBOTH BEACH, DE · 19971

Phone

(302) 654-1135

Industry

Professional & Technical Services

Plan administrator