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  2. THOMAS J. PALM, PA
Sponsor portfolio

THOMAS J. PALM, PA

EIN 52-1591739-accounting-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
12
9528 BELAIR RD. - BALTIMORE, MD 21236443-927-7182LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$3.8M - 7 part#002CashBalance-$134K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PALM, PA 401(K) (#001)97%
  • CASH BALANCE PLAN (#002)3%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PALM, PA 401(K) (#001)7
  • CASH BALANCE PLAN (#002)5
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THOMAS J. PALM, PA 401(K) PLAN

401k

Assets$3.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THOMAS J. PALM, PA CASH BALANCE PLAN

CashBalance

Assets$134K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THOMAS J. PALM, PA 401(K) PLAN401k$3.8M72025
002THOMAS J. PALM, PA CASH BALANCE PLANCashBalance$134K52025
Retirement plans
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