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Sponsor portfolio

PALMER DMD PC

EIN 82-1274218-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
17
9951 MICKELBERRY RD NW #223 - SILVERDALE, WA 98383360-698-1183
Plans on this EIN
2 filings
#001401k-$1.2M - 10 part#002TraditionalDB-$192K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#001)86%
  • PLAN & TRUST (#002)14%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • PLAN & TRUST (#002)7
Total 17Click 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

PALMER DMD PC 401(K) PLAN & TRUST

401k

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PALMER DMD PC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$192K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PALMER DMD PC 401(K) PLAN & TRUST401k$1.2M102025
002PALMER DMD PC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$192K72025
Retirement plans
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