How big is Palmares Advisors LLC's plan?

Palmares Advisors LLC's plan reported $1.6M in assets and 5 participants for 2025.

Original filing (PDF)20260216191145NAL0005263664001

Palmares Advisors LLC

Name: Palmares Advisors LLC — Palmares Advisors LLC 401(k), Form 5500 (2025)
Creator: Palmares Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palmares Advisors LLC 401(k) Plan & Trust

401(k) retirement plan · Palmares Advisors LLC's Palmares Advisors LLC 401(k) Plan & Trust held $1.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Palmares Advisors LLC's EIN is 81-3643668.

EIN 81-3643668

Plan number 001

Plan year 2025

ACK ID 20260216191145NAL0005263664001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Palmares Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMARES ADVISORS 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