AUMdb

R M Palmer Company Investment Opportunity Plan

Sponsored by R M Palmer Company Llc · EIN 922513241 · Plan #002

Total assets
$50.6M
Net assets
$50.6M
Active participants
626
With balances
800

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $55,158