Palladium Group Global 401(K) Plan — Form 5500 plan (Palladium Group Global LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Palladium Group Global 401(K) Plan is a benefit plan reported by Palladium Group Global LLC under EIN 27-1357362 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $54,069,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palladium Group Global LLC
- EIN
- 27-1357362
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $54,069,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241001163434NAL0014700626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,069,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,069,098
- Net assets (BOY)
- $44,060,275
Income & contributions
- Employer contributions
- $2,464,817
- Participant contributions
- $4,314,854
- Total contributions
- $8,999,806
- Total income / additions
- $17,318,994
Expenses & distributions
- Benefits paid
- $7,231,100
- Administrative expenses
- $69,163
- Total expenses
- $7,310,171
- Net increase / (decrease)
- $10,008,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $52,659 | not reported in the loaded dataset | 2023 |
| Boris Benic And Associates Llp | ACCOUNTANT/AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,504 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palladium Group Global LLC
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Kestra Investment Services LLC — Schedule C compensation
- Boris Benic And Associates Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation