Paladin Technologies 401(k) Plan
Sponsored by Paladin Technologies · EIN 330926164 · Plan #003
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 728
- With balances
- 584
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $58,041 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $28,500 |
| Resource Investment Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $0 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |