401(a) Profit Sharing Plan For Employees Of Palladia, Inc.
Sponsored by Palladia, Inc. · EIN 237089380 · Plan #003
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 94
- With balances
- 120
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $8,612 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |