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Original filing (PDF)20251012161507NAL0000938114001
PALMER CANDY COMPANY
Form 5500
FILING_RECEIVED
PALMER CANDY CO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
262
Accounts w/ balance
229
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMER CANDY COMPANY.
Plan sponsor
Name
PALMER CANDY COMPANY
EIN
42-0987933
Address
2600 HIGHWAY 75 NORTH · SIOUX CITY, IA · 51105
Phone
(712) 258-5543
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HENJES, CONNOR & WILLIAMS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $4K | — |
| CHARLES SCHWAB & CO INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — | TRUSTEE | $31K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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