How big is Palumbo Properties, Inc.'s plan?

Palumbo Properties, Inc.'s plan reported $2.2M in assets and 52 participants for 2024.

Original filing (PDF)20251008114759NAL0005500801001

Palumbo Properties, Inc.

Name: Palumbo Properties, Inc. — Palumbo Properties, Form 5500 (2024)
Creator: Palumbo Properties, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palumbo Properties Savings & Retirement Plan

401(k) retirement plan · Palumbo Properties, Inc.'s Palumbo Properties Savings & Retirement Plan held $2.2M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Palumbo Properties, Inc.'s EIN is 61-0330620.

EIN 61-0330620

Plan number 002

Plan year 2024

ACK ID 20251008114759NAL0005500801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palumbo Properties, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palumbo Properties, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALUMBO PROPERTIES, INC..

Finding similar companies…

Plan health score

Above-average plan

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