How big is Palm Financial, LLC's plan?

Palm Financial, LLC's plan reported $8K in assets and 7 participants for 2025.

Original filing (PDF)20260501220830NAL0001179411011

Palm Financial, LLC

Name: Palm Financial, LLC — Palm Financial 401(k) Plan, Form 5500 (2025)
Creator: Palm Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palm Financial 401(k) Plan

401(k) retirement plan · Palm Financial, LLC's Palm Financial 401(k) Plan held $8K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan identifiers

Palm Financial, LLC's EIN is 20-4819792.

EIN 20-4819792

Plan number 001

Plan year 2025

ACK ID 20260501220830NAL0001179411011

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Palm Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off