Original filing (PDF)20250619123115NAL0004715856001

PALMER INSURANCE AND FINANCIAL SERVICES AGENCY

Name: PALMER INSURANCE AND FINANCIAL SERVICES AGENCY — PALMER, INC. 401K, Form 5500 (2024)
Creator: PALMER INSURANCE AND FINANCIAL SERVICES AGENCY

Form 5500-SF

FILING_RECEIVED

PALMER, INC. 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMER INSURANCE AND FINANCIAL SERVICES AGENCY.

Plan sponsor

Name

PALMER INSURANCE AND FINANCIAL SERVICES AGENCY

EIN