How big is Palm Capital Group LLC's plan?

Palm Capital Group LLC's plan reported $444K in assets and 11 participants for 2024.

Original filing (PDF)20251007165342NAL0002833827001

Palm Capital Group LLC

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

Form 5500-SF

FILING_RECEIVED

Palm Capital Group LLC Profit Sharing Plan

Defined-contribution retirement plan · Palm Capital Group LLC's Palm Capital Group LLC Profit Sharing Plan held $444K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

People on this filing

Andrew Lujan signed Palm Capital Group LLC's 2024 Form 5500 as plan administrator.

Andrew Lujan — 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

Palm Capital Group LLC's EIN is 84-3526382.

EIN 84-3526382

Plan number 002

Plan year 2024

ACK ID 20251007165342NAL0002833827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palm Capital Group LLC's plan includes profit-sharing.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PALM CAPITAL GROUP LLC

EIN

all filings

Address

1030 CALLE CORDILLERA #108 · SAN CLEMENTE, CA · 92673

Phone

(949) 392-3668

Industry

Finance & Insurance

Plan administrator