How big is Palm Beach Trust Management, LLC's plan?

Palm Beach Trust Management, LLC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251008185925NAL0003503459001

Palm Beach Trust Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Palm Beach Trust Management, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Palm Beach Trust Management, LLC's Palm Beach Trust Management, LLC Defined Benefit Pension Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Palm Beach Trust Management, LLC's EIN is 38-4103433.

EIN 38-4103433

Plan number 002

Plan year 2024

ACK ID 20251008185925NAL0003503459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palm Beach Trust Management, LLC's plan includes a defined-benefit pension formula.

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.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score