How big is Palm Ventures, LLC's plan?

Palm Ventures, LLC's plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20251014194628NAL0001783139001

Palm Ventures, LLC

Name: Palm Ventures, LLC — Palm Ventures, LLC Retirement, Form 5500 (2024)
Creator: Palm Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palm Ventures, LLC Retirement Plan

401(k) retirement plan · Palm Ventures, LLC's Palm Ventures, LLC Retirement Plan held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Palm Ventures, LLC's EIN is 27-1565836.

EIN 27-1565836

Plan number 001

Plan year 2024

ACK ID 20251014194628NAL0001783139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palm Ventures, LLC's plan includes profit-sharing, 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 PALM VENTURES, 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