Original filing (PDF)20250925101432NAL0010342723001

Wade, Palmer & Shoemaker, P.A.

Name: Wade, Palmer & Shoemaker, P.A. — Wade, Palmer &, Form 5500 (2024)
Creator: Wade, Palmer & Shoemaker, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wade, Palmer & Shoemaker, P.A. 401(k) Plan

401(k) retirement plan · Wade, Palmer & Shoemaker, P.A.'s Wade, Palmer & Shoemaker, P.A. 401(k) Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WADE, PALMER & SHOEMAKER, P.A..

Plan sponsor

Name

WADE, PALMER & SHOEMAKER, P.A.

EIN

59-3467674all filings

Address

14 N. PALAFOX STREET · PENSACOLA, FL · 32502

Phone

(850) 429-0755

Industry