Original filing (PDF)20250718121045NAL0001691201001

PALM PROPERTY MANAGEMENT LLC

Name: PALM PROPERTY MANAGEMENT LLC — PALM PROPERTY MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: PALM PROPERTY MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

PALM PROPERTY MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALM PROPERTY MANAGEMENT LLC.

Plan sponsor

Name

PALM PROPERTY MANAGEMENT LLC

EIN

84-4705875all filings

Address

20900 NE 30TH AVE STE 838 · AVENTURA, FL · 33180

Phone

(305) 542-1026

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LISA LANHEM PLLC

LISA LANHAM PLLC 401(K) PLAN

$50K · 2 participants

SAFE HOUSING AND ECONOMIC DEVELOPMENT, INC.

SHED 401K PLAN

$50K · 7 participants

PROGRESSIVE PROPERTIES OF GREENVILLE LLC

PROGRESSIVE PROPERTIES OF GREENVILLE LLC 401K PLAN

$50K · 8 participants

CORINNE KANE REALTOR LLC

CORINNE KANE REALTOR LLC 401(K) PROFIT SHARING PLAN & TRUST

$50K · 3 participants

TW CUSTOM HOMES INC

TW CUSTOM HOMES 401(K) PLAN

$51K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.