Original filing (PDF)20250306101308NAL0006161107001

PALMER PENSION SERVICES, INC.

Name: PALMER PENSION SERVICES, INC. — PALMER PENSION SERVICES, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PALMER PENSION SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PALMER PENSION SERVICES, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALMER PENSION SERVICES, INC..

Plan sponsor

Name

PALMER PENSION SERVICES, INC.

EIN

58-1557529

Address

4343 SHALLOWFORD RD. · SUITE 320 · MARIETTA, GA · 30062

Phone

(678) 215-0909

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-03-06

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PHOENIX SPECIALTY INC.

PHOENIX SPECIALTY, INC. 401(K) PLAN

$6.1M · 34 participants

ENGINEERED SPECIALTIES CORP

ENGINEERED SPECIALTIES CORP PROFIT SHARING PLAN

$6.1M · 2 participants

COMPTEC SOLUTIONS LLC

COMPTEC SOLUTIONS LLC 401(K) PLAN

$6.1M · 3 participants

KASIRER LLC

KASIRER CONSULTING, LLC PENSION PLAN

$6.1M · 4 participants

EXCHANGE RESOURCES, INC.

EXCHANGE RESOURCES, INC. 401(K) PROFIT SHARING PLAN

$6.1M · 24 participants