How big is Palisade Asset Management, LLC's plan?

Palisade Asset Management, LLC's plan reported $23.1M in assets and 9 participants for 2024.

Original filing (PDF)20250528133607NAL0012269504001

Palisade Asset Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Palisade Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Palisade Asset Management, LLC's Palisade Asset Management, LLC 401(k) Profit Sharing Plan held $23.1M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

People on this filing

Jennifer McCord signed Palisade Asset Management, LLC's 2024 Form 5500 as plan administrator.

Jennifer McCord — 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 Asset Management, LLC's EIN is 27-0125285.

EIN 27-0125285

Plan number 001

Plan year 2024

ACK ID 20250528133607NAL0012269504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palisade Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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