Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
PALMARES ADVISORS LLC
EIN 81-3643668investment bankingLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
12
33 WOODHILL DRIVE - REDWOOD CITY, CA 94061650-996-6383palmaresadvisors.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 12 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
PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$8.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALMARES ADVISORS LLC 401K PLAN & TRUST
401k
Assets$1.6M
Participants6
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 | PALMARES ADVISORS, LLC DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $8.2M | 6 | 2024 | |
| 001 | PALMARES ADVISORS LLC 401K PLAN & TRUST | 401k | $1.6M | 6 | 2025 |
Retirement plans