How big is Palmer Group LLC's plan?

Palmer Group LLC's plan reported $51K in assets and 291 participants for 2024.

Original filing (PDF)20250813170543NAL0008350419001

Palmer Group LLC

Name: Palmer Group LLC — The Palmer Group 401 (K) Plan, Form 5500 (2024)
Creator: Palmer Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Palmer Group 401 (K) Plan

401(k) retirement plan · Palmer Group LLC's The Palmer Group 401 (K) Plan held $51K in plan assets for 291 participants in 2024.

Signals · 1

No auditor on file

Active participants

291

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Shirley Horner signed Palmer Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Palmer Group LLC's EIN is 20-8953527.

EIN 20-8953527

Plan number 001

Plan year 2024

ACK ID 20250813170543NAL0008350419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palmer Group 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 PALMER GROUP LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score