AUMdb

Palladium Group Global 401(k) Plan

Sponsored by Palladium Group Global Llc · EIN 271357362 · Plan #001

Total assets
$61.2M
Net assets
$61.2M
Active participants
364
With balances
588

Plan year beginning 01/01/2024 · 401(k)

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).

Provider Services Direct comp
Kestra Investment Services Llc Investment advisory (plan) $54,238
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,428
Boris Benic And Associates Llp Accounting $14,700