Palmer Group 401(k) Plan
Sponsored by Palmer Companies, Inc. · EIN 421480932 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 162
- With balances
- 148
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $36,592 |
| Mcgowen Hurst Clark And Smith Pc | Other fees | $12,500 |
| Paco Inc | Contract administrator | $6,889 |