How big is Paloma Legacy LLC's plan?

Paloma Legacy LLC's plan reported $1.5M in assets and 132 participants for 2025.

Original filing (PDF)20260302134231NAL0003254338001

Paloma Legacy LLC

Name: Paloma Legacy LLC — Paloma Legacy, LLC 401(k), Form 5500 (2025)
Creator: Paloma Legacy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paloma Legacy, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Paloma Legacy LLC's Paloma Legacy, LLC 401(k) Retirement Savings Plan held $1.5M in plan assets for 132 participants in 2025.

Signals · 1

No auditor on file

Active participants

132

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Barbara Karabas signed Paloma Legacy LLC's 2025 Form 5500 as plan administrator.

Barbara Karabas — 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

Paloma Legacy LLC's EIN is 32-0519084.

EIN 32-0519084

Plan number 001

Plan year 2025

ACK ID 20260302134231NAL0003254338001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Paloma Legacy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Paloma Legacy LLC'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 PALOMA LEGACY LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score