How big is Palumbo Management LLC's plan?

Palumbo Management LLC's plan reported $180K in assets and 13 participants for 2024.

Original filing (PDF)20250508080323NAL0011970417001

Palumbo Management LLC

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

Form 5500-SF

FILING_RECEIVED

Palumbo Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Palumbo Management LLC's Palumbo Management LLC 401(k) Profit Sharing Plan & Trust held $180K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Jennifer Speer signed Palumbo Management LLC's 2024 Form 5500 as plan administrator.

Jennifer Speer — 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

Palumbo Management LLC's EIN is 75-3205422.

EIN 75-3205422

Plan number 001

Plan year 2024

ACK ID 20250508080323NAL0011970417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palumbo Management LLC'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 PALUMBO MANAGEMENT LLC.

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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