How big is Palumbo Wealth Management LLC's plan?

Palumbo Wealth Management LLC's plan reported $331K in assets and 4 participants for 2024.

Original filing (PDF)20251014161640NAL0001671779001

Palumbo Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Palumbo Wealth Management LLC Pension Plan

Defined-benefit pension plan · Palumbo Wealth Management LLC's Palumbo Wealth Management LLC Pension Plan held $331K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

Plan identifiers

Palumbo Wealth Management LLC's EIN is 84-4342936.

EIN 84-4342936

Plan number 001

Plan year 2024

ACK ID 20251014161640NAL0001671779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palumbo Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALUMBO WEALTH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score