How big is Palmer Sales Associates, LLC's plan?

Palmer Sales Associates, LLC's plan reported $861K in assets and 8 participants for 2024.

Original filing (PDF)20250610161849NAL0014958945001

Palmer Sales Associates, LLC

Name: Palmer Sales Associates, LLC — Sequoia Natural, Form 5500 (2024)
Creator: Palmer Sales Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sequoia Natural Brokers 401(k) Plan

Defined-contribution retirement plan · Palmer Sales Associates, LLC's Sequoia Natural Brokers 401(k) Plan held $861K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

Plan identifiers

Palmer Sales Associates, LLC's EIN is 26-1959039.

EIN 26-1959039

Plan number 001

Plan year 2024

ACK ID 20250610161849NAL0014958945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palmer Sales Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SALES ASSOCIATES, 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