How big is Palmer Ranch Holdings, Ltd.'s plan?

Palmer Ranch Holdings, Ltd.'s plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260420205535NAL0003756066001

Palmer Ranch Holdings, Ltd.

Name: Palmer Ranch Holdings, Ltd. — Palmer Ranch Holdings, Form 5500 (2025)
Creator: Palmer Ranch Holdings, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palmer Ranch Holdings, Ltd. Savings Plan

401(k) retirement plan · Palmer Ranch Holdings, Ltd.'s Palmer Ranch Holdings, Ltd. Savings Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Megan Petri signed Palmer Ranch Holdings, Ltd.'s 2025 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palmer Ranch Holdings, Ltd.'s EIN is 65-0719183.

EIN 65-0719183

Plan number 001

Plan year 2025

ACK ID 20260420205535NAL0003756066001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Palmer Ranch Holdings, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Palmer Ranch Holdings, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMER RANCH HOLDINGS, LTD.

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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