Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMER AND SICARD, INC.
EIN 02-0396330ConstructionLatest filing 2025
Plans
2
Retirement
2
$17.5M assets
Welfare
0
Participants
270
89 HOLLAND WAY - EXETER, NH 038332937603-778-1841
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.5M assets / 270 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PALMER AND SICARD, INC. 401(K) RETIREMENT PLAN
401k
Assets$12.1M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER & SICARD, INC.
ESOP
Assets$5.4M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALMER AND SICARD, INC. 401(K) RETIREMENT PLAN | 401k | $12.1M | 152 | 2025 | |
| 002 | EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER & SICARD, INC. | ESOP | $5.4M | 118 | 2025 |
Retirement plans