How big is Palisade Capital Management, LP's plan?

Palisade Capital Management, LP's plan reported $15.3M in assets and 39 participants for 2024.

Original filing (PDF)20250708105359NAL0011017938001

Palisade Capital Management, LP

Name: Palisade Capital Management, LP — Palisade Capital, Form 5500 (2024)
Creator: Palisade Capital Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palisade Capital Management 401(k) Plan

401(k) retirement plan · Palisade Capital Management, LP's Palisade Capital Management 401(k) Plan held $15.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Beata Tannuzzo signed Palisade Capital Management, LP's 2024 Form 5500 as plan administrator.

Beata Tannuzzo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palisade Capital Management, LP's EIN is 22-3330049.

EIN 22-3330049

Plan number 001

Plan year 2024

ACK ID 20250708105359NAL0011017938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palisade Capital Management, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palisade Capital Management, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALISADE CAPITAL MANAGEMENT, LP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score