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Original filing (PDF)20260107135247NAL0009076640001
PALLADIUM GROUP GLOBAL LLC
Form 5500
FILING_RECEIVED
PALLADIUM GROUP GLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
364
Accounts w/ balance
588
Plan assets (EOY)
$61.2M
Net assets (EOY)
$61.2M
How this plan invests
This plan
23 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALLADIUM GROUP GLOBAL LLC.
Plan sponsor
Name
PALLADIUM GROUP GLOBAL LLC
EIN
27-1357362
Address
1331 PENNSYLVANIA AVE NW · SUITE 600 · WASHINGTON, DC · 20004
Phone
(202) 775-9680
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BORIS BENIC & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $54K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BORIS BENIC AND ASSOCIATES LLP | 54-2190047 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
10 direct securities · 23 pooled funds· $61.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$46.8M
23 holdings
Uncategorized
$14.4M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | 510,486.085 | $9.2M | $10.9M | 17.8% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | 453,569.715 | $8.4M | $10.1M | 16.5% | |
| FID 500 INDEX | — | 44,292.766 | $6.4M | $9.0M | 14.8% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | 457,227.646 | $7.4M | $8.6M | 14.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | 445,860.981 | $6.9M | $6.8M | 11.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | 151,510.854 | $1.7M | $2.2M | 3.6% | |
| CALV US LG CP CRI R6 | — | 29,170.213 | $1.1M | $1.5M | 2.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | 56,676.824 | $1.1M | $1.3M | 2.2% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | 73,435.99 | $1.0M | $1.1M | 1.9% | |
| VANG EQUITY INC ADM | — | 10,695.301 | $916K | $943K | 1.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | 69,544.494 | $727K | $817K | 1.3% | |
| FID SMALL CAP GR K6 | — | 43,200.462 | $637K | $770K | 1.3% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | 34,947.089 | $706K | $759K | 1.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | 31,347.727 | $617K | $740K | 1.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | 62,528.517 | $654K | $699K | 1.1% | |
| FID CAPITAL & INCOME | — | 66,130.085 | $668K | $671K | 1.1% | |
| SMALL CAP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | 36,928.428 | $451K | $621K | 1.0% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | 38,765.204 | $463K | $614K | 1.0% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | 3,950.229 | $481K | $541K | 0.9% | |
| FID EXTD MKT IDX | — | 5,130.083 | $364K | $466K | 0.8% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | 1,921.071 | $337K | $328K | 0.5% | |
| BTW SMID CAP | — | 12,822.299 | $281K | $316K | 0.5% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $266K | 0.4% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | 35,699.347 | $248K | $255K | 0.4% | |
| PIM TOT RTN ESG INST | — | 28,389.242 | $243K | $214K | 0.4% | |
| CALV INTL RSP IDX R6 | — | 6,546.451 | $182K | $192K | 0.3% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | 7,424.663 | $120K | $122K | 0.2% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | 7,131.625 | $97K | $101K | 0.2% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | 4,783.304 | $70K | $81K | 0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
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