How big is Palumbo Wealth Management LLC's plan?

Palumbo Wealth Management LLC's plan reported $414K in assets and 4 participants for 2024.

Original filing (PDF)20251014161728NAL0001639907001

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 401(k) Plan

401(k) retirement plan · Palumbo Wealth Management LLC's Palumbo Wealth Management LLC 401(k) Plan held $414K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

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

EIN 84-4342936

Plan number 002

Plan year 2024

ACK ID 20251014161728NAL0001639907001

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 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 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 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

PALUMBO WEALTH MANAGEMENT LLC

EIN

all filings

Address

1010 NORTHERN BOULEVARD, SUITE 310 · GREAT NECK, NY · 11021

Phone

(516) 629-7073

Industry

Finance & Insurance

Plan administrator