PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Palma Financial Services, Inc.

Filings through Oct 24, 2026.

Palma Financial Services, Inc.

EIN 20-4071244-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$4K assets
Health & Benefits
0
Participants
6
111 DEERWOOD RD STE 200 - SAN RAMON, CA 94583408-295-4963
Plans on this EIN
1 filing
#001401(k)-$4K - 6 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Retirement#001

PALMA FINANCIAL SERVICES, INC. 401K PLAN

401(k)

Assets$4K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PALMA FINANCIAL SERVICES, INC. 401K PLAN401(k)$4K62025
  • PALMA FINANCIAL SERVICES, INC. 401K PLAN$4K
    #001 · 401(k) · 20256
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement, health and benefits filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica