Sponsor portfolio
PALMER WEALTH MANAGEMENT GROUP, LLC
EIN 99-0525349Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$97K assets
Welfare
0
Participants
3
201 AMERICAN CONCOURSE,, SUITE 310 - FORT WORTH, TX 76106682-551-9917
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALMER WEALTH MANAGEMENT 401(K) PLAN | 401k | $97K | 3 | 2025 |
Retirement plans