How big is Palm Tree LLC's plan?

Palm Tree LLC's plan reported $4.0M in assets and 82 participants for 2024.

Original filing (PDF)20250930154459NAL0015144464001

Palm Tree LLC

Name: Palm Tree LLC — Palm Tree LLC 401(k) Plan, Form 5500 (2024)
Creator: Palm Tree LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palm Tree LLC 401(k) Plan

401(k) retirement plan · Palm Tree LLC's Palm Tree LLC 401(k) Plan held $4.0M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

TARA Evans, for TAG Resources signed Palm Tree LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Palm Tree LLC's EIN is 32-0512062.

EIN 32-0512062

Plan number 001

Plan year 2024

ACK ID 20250930154459NAL0015144464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palm Tree LLC's plan includes profit-sharing, a 401(k) feature, 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 PALM TREE 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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PALM TREE LLC

EIN

all filings

Address

2121 ROSECRANS AVE., SUITE 2360 · EL SEGUNDO, CA · 90245

Phone

(424) 220-6795

Industry

Professional & Technical Services

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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