How big is Palm Tree LLC's plan?

Palm Tree LLC's plan reported $1.2M in assets and 27 participants for 2025.

Original filing (PDF)20260325191923NAL0005060016001

Palm Tree LLC

Name: Palm Tree LLC — Dededo Dental Center 401(k) Plan, Form 5500 (2025)
Creator: Palm Tree LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dededo Dental Center 401(k) Plan

401(k) retirement plan · Palm Tree LLC's Dededo Dental Center 401(k) Plan held $1.2M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Palm Tree LLC's EIN is 66-0872674.

EIN 66-0872674

Plan number 001

Plan year 2025

ACK ID 20260325191923NAL0005060016001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Palm Tree LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Palm Tree LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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