Palomar Technologies, Inc. 401(k) Plan
Sponsored by Palomar Technologies, Inc. · EIN 330781304 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 76
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | fuzzy_auto · 99% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group Llp | Investment management | $25,520 |
| Ubs Financial Services Inc | Investment advisory (plan) | $20,875 |
| Actuarial Benefits Corp | Contract administrator | $0 |
| Pension Assurance Llp | Accounting | $0 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $0 |