Sponsor portfolio
PALM FINANCIAL, LLC
EIN 20-4819792Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$8K assets
Welfare
0
Participants
7
2040 N LOOP 336 W, SUITE 124 - CONROE, TX 77304281-309-6024
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALM FINANCIAL 401(K) PLAN | 401k | $8K | 7 | 2025 |
Retirement plans