How big is Palmer Accounting, LLC's plan?

Palmer Accounting, LLC's plan reported $16K in assets and 4 participants for 2025.

Original filing (PDF)20260501220100NAL0001973216010

Palmer Accounting, LLC

Name: Palmer Accounting, LLC — Palmer Accounting, LLC, Form 5500 (2025)
Creator: Palmer Accounting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palmer Accounting, LLC 401(k) Plan

401(k) retirement plan · Palmer Accounting, LLC's Palmer Accounting, LLC 401(k) Plan held $16K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Palmer Accounting, LLC's EIN is 88-1327635.

EIN 88-1327635

Plan number 001

Plan year 2025

ACK ID 20260501220100NAL0001973216010

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Palmer Accounting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Palmer Accounting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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