Assets by plan
Share of aggregate retirement assets
Filings through .
Palmer and Sicard, Inc.
EIN 02-0396330ConstructionLatest filing 2025
Plans
2
Retirement
2
$17.5M assets
Health & Benefits
0
Participants
270
89 HOLLAND WAY - EXETER, NH 03833603-778-1841
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.5M assets / 270 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PALMER AND SICARD, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$12.1M
Participants152
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER & SICARD, INC.
ESOP
Assets$5.4M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PALMER AND SICARD, INC. 401(K) RETIREMENT PLAN | 401(k) | $12.1M | 152 | 2025 |
| #002 | EMPLOYEE STOCK OWNERSHIP PLAN OF PALMER & SICARD, INC. | ESOP | $5.4M | 118 | 2025 |
- #001 · 401(k) · 2025152
- #002 · ESOP · 2025118
Retirement plans