PALMER GOERTZEL & ASSOCIATESPC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$403K
Net assets (EOY)
$403K
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
86
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMER GOERTZEL & ASSOCIATESPC.
Plan sponsor
Name
PALMER GOERTZEL & ASSOCIATESPC
EIN
57-1187024
Address
6060 GREENWOOD PLAZA BLVD ST · GREENWOOD VILLAGE, CO · 80111
Phone
(303) 789-2899
Industry
Law Offices· Professional & Technical Servicessee all
