Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALM CAPITAL GROUP LLC
EIN 84-3526382Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$892K assets
Welfare
0
Participants
28
1030 CALLE CORDILLERA #108 - SAN CLEMENTE, CA 92673949-392-3668
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $892K assets / 28 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#003
PALM CAPITAL GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$449K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALM CAPITAL GROUP LLC PROFIT SHARING PLAN
ProfitSharing
Assets$444K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PALM CAPITAL GROUP LLC CASH BALANCE PLAN | CashBalance | $449K | 11 | 2024 | |
| 002 | PALM CAPITAL GROUP LLC PROFIT SHARING PLAN | ProfitSharing | $444K | 17 | 2024 |
Retirement plans