Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE PALMIERO GROUP LLC
EIN 20-2330580Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$7.8M assets
Welfare
1
Participants
84
PO BOX 13369 - TAMPA, FL 33681813-443-5134
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 57 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
THE PALMIERO GROUP RETIREMENT PLAN
CashBalance
Assets$5.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE PALMIERO GROUP LLC PROFIT SHARING PLAN
401k
Assets$1.9M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
THE PALMIERO GROUP LLC PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE PALMIERO GROUP RETIREMENT PLAN | CashBalance | $5.9M | 30 | 2024 | |
| 002 | THE PALMIERO GROUP LLC PROFIT SHARING PLAN | 401k | $1.9M | 27 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | THE PALMIERO GROUP LLC PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans