Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMER COMPANIES, INC.
EIN 42-1480932Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$38.9M assets
Welfare
0
Participants
472
3737 WOODLAND AVENUE, SUITE 200 - WEST DES MOINES, IA 50266515-225-7000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $38.9M assets / 472 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#002
PALMER GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.6M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALMER GROUP 401(K) PLAN
401k
Assets$11.3M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PALMER GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.6M | 264 | 2024 | |
| 001 | PALMER GROUP 401(K) PLAN | 401k | $11.3M | 208 | 2024 |
Retirement plans
Welfare plans