Original filing (PDF)20260303142329NAL0005921586001

PALLADIA, INC.

Name: PALLADIA, INC. — PROJECT RETURN FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: PALLADIA, INC.

Form 5500-SF

FILING_RECEIVED

PROJECT RETURN FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALLADIA, INC..

Plan sponsor

Name

PALLADIA, INC.

DBA

C/O SERVICES FOR THE UNDERSERVED INC.

EIN

23-7089380all filings

Address

463 SEVENTH AVENUE · 17TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 633-6900

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-03

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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ADVANTAGE FAMILY OUTREACH AND FOSTER CARE

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