Palmer Square Capital Management 401(k) match, vesting and fees
What Palmer Square Capital Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Palmer Square Capital Management: employer contribution per participant | $2,713 | |
| Peer median | $3,122 |
| Palmer Square Capital Management: average balance | $66,980 | |
| Peer median | $111,687 |
| Palmer Square Capital Management: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2023 to $14.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 262 | $14.5M | $586K | $2,713 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 234 | $10.7M | $449K | $2,497 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 169 | $6.8M | $399K | $3,069 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Palmer Square Capital Management match 401(k) contributions?
The match terms for the Palmer Square Capital Management 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $586K in employer contributions, about $2,713 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Palmer Square Capital Management 401(k) match vested?
The vesting schedule for the Palmer Square Capital Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Palmer Square Capital Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Palmer Square Capital Management, LLC.
I left Palmer Square Capital Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Palmer Square Capital Management, LLC, (816) 994-3200) or the recordkeeper, Empower Annuity Insurance Company O. The Palmer Square Capital Management old 401(k) page lists the contacts from every plan filing. Find an old Palmer Square Capital Management 401(k)
Data from the public Form 5500 annual reports Palmer Square Capital Management filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Palmer Square Capital Management. Not financial advice. Report a correction · Methodology