Assets by plan
Share of aggregate retirement assets
Filings through .
The Palmiero Group LLC
EIN 20-2330580Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$8.3M assets
Health & Benefits
1
Participants
81
PO BOX 13369 - TAMPA, FL 33681813-443-5134
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $8.3M assets / 54 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
THE PALMIERO GROUP RETIREMENT PLAN
Cash balance
Assets$6.5M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE PALMIERO GROUP LLC PROFIT SHARING PLAN
401(k)
Assets$1.8M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
THE PALMIERO GROUP LLC PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE PALMIERO GROUP RETIREMENT PLAN | Cash balance | $6.5M | 30 | 2025 |
| #002 | THE PALMIERO GROUP LLC PROFIT SHARING PLAN | 401(k) | $1.8M | 24 | 2025 |
- #001 · Cash balance · 202530
- #002 · 401(k) · 202524
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | THE PALMIERO GROUP LLC PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2024 |
- #002 · Self-funded · 20240
Retirement plans
Health & Benefits plans