Original filing (PDF)20250724121927NAL0013268338001

Palmares Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Palmares Advisors, LLC Defined Benefit Plan & Trust

Defined-benefit pension plan · Palmares Advisors, LLC's Palmares Advisors, LLC Defined Benefit Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew KELM signed Palmares Advisors, LLC's 2024 Form 5500 as plan administrator.

Andrew KELM — 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

Palmares Advisors, LLC's EIN is 81-3643668.

EIN 81-3643668

Plan number 002

Plan year 2024

ACK ID 20250724121927NAL0013268338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palmares Advisors, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off