Department of Labor filing

PALLADIUM GROUP GLOBAL LLC

PALLADIUM GROUP GLOBAL 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jan 7, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

79filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$7,659

Reported employer contributions per active participant.

Higher than about 87% of comparable plans

#People in the filing

364

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$132 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 60% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202479out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions87th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense60th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PALLADIUM GROUP GLOBAL LLC reported $2,787,829 in employer contributions across the plan and 364 active participants. That works out to $7,659 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 15.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context79/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,787,829
Participant contributions: $4,547,198
Other contributions: $806,653
Employer share of reported contributions: 38.0%
Beginning assets: $54,069,098
Ending assets: $61,222,155
Ending net assets: $61,222,155
Ending liabilities: $0
Total income: $15,817,820
Total expenses: $8,664,763
Administrative expenses: $85,366
Participant loans: $265,555

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,045

2023

$6,041

2024

$7,659

Plan-paid administrative expenses per participant

2022

$114

2023

$112

2024

$132

Active participants

2022

385

2023

408

2024

364

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,659	364	61.2M	20260107135247NAL0009076640001
2023	$6,041	408	54.1M	20241001163434NAL0014700626001
2022	$6,045	385	44.1M	20231011111542NAL0029855889001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 271357362-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 3, 2008
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
3H2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260107135247NAL0009076640001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗