AUMdb

Palmer Group Employee Stock Ownership Plan

Sponsored by Palmer Companies, Inc. · EIN 421480932 · Plan #002

Total assets
$27.6M
Net assets
$19.2M
Active participants
165
With balances
261

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.