Original filing (PDF)20251008185140NAL0005914049001

PALM BEACH TRUST MANAGEMENT, LLC

Name: PALM BEACH TRUST MANAGEMENT, LLC — PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001, Form 5500 (2024)
Creator: PALM BEACH TRUST MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALM BEACH TRUST MANAGEMENT, LLC.

Plan sponsor

Name

PALM BEACH TRUST MANAGEMENT, LLC

EIN

38-4103433all filings

Address

125 BRAZILIAN AVENUE · PALM BEACH, FL · 33480

Phone

(310) 737-8589

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