Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALM CAPITAL MANAGEMENT, LLC
EIN 81-2209966financial servicesLatest filing 2024
Plans
2
Retirement
2
$523K assets
Welfare
0
Participants
4
23622 CALABASAS ROAD, SUITE 102 - CALABASAS, CA 91302805-727-2700palmcm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $523K assets / 4 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
PALM CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$269K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALM CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$254K
Participants2
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 | PALM CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $269K | 2 | 2024 | |
| 001 | PALM CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $254K | 2 | 2024 |
Retirement plans