The Palmer Donavin Retirement Plan
Sponsored by Palmer Donavin Manufacturing Company · EIN 314274980 · Plan #002
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 586
- With balances
- 709
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $70,807 |
| Highland Consulting Associates | Consulting (general) | $38,000 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $15,072 |