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Original filing (PDF)20250930212729NAL0020034530001
PALOMAR TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
PALOMAR TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
123
Plan assets (EOY)
$24.3M
Net assets (EOY)
$24.3M
How this plan invests
This plan
9 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALOMAR TECHNOLOGIES, INC..
Plan sponsor
Name
PALOMAR TECHNOLOGIES, INC.
EIN
33-0781304
Address
6305 EL CAMINO REAL · CARLSBAD, CA · 92009
Phone
(760) 931-3690
Industry
Manufacturingsee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2655998 | NASHVILLE, TN | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | WOODLAND HILLS, CA | AUDITOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLP | — | GREENWOOD, CO | INVESMENT MGMT | $26K | — |
Investments
25 direct securities · 9 pooled funds· $24.3M(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.
Uncategorized
$19.4M
25 holdings
Common Collective Trust
$3.0M
6 holdings
Pooled Separate Account
$2.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $2.9M | 11.8% | |
| Vanguard Wellington Fund Mutual Fund | — | — | — | $2.3M | 9.3% | |
| GREAT GRAY TRUST AMERICAN FD 2030 I GREAT GRAY · EIN 38-4126265 / PN 566 | Common Collective Trust | — | — | $1.8M | 7.4% | |
| EI Fixed Account - Series Class IV Fully Benefit-Responsive Investment Contract | — | — | — | $1.8M | 7.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.6M | 6.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $1.6M | 6.4% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $1.4M | 5.7% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1.4M | 5.6% | |
| GREAT GRAY TRUST AMERICAN FD 2025 I GREAT GRAY · EIN 38-4126265 / PN 565 | Common Collective Trust | — | — | $975K | 4.0% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $935K | 3.8% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $876K | 3.6% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $744K | 3.1% | |
| Empower Secure Foundation Balanced Inv Mutual Fund | — | — | — | $733K | 3.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $715K | 2.9% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $628K | 2.6% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $459K | 1.9% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $455K | 1.9% | |
| MFS INTNL VALUE EQTY (IS PLATFORM) EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $451K | 1.9% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $408K | 1.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $407K | 1.7% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | — | $394K | 1.6% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | — | — | — | $345K | 1.4% | |
| American Fund New World R6 Mutual Fund | — | — | — | $255K | 1.0% | |
| Federated Hermes Instl High Yield Bond R6 Mutual Fund | — | — | — | $171K | 0.7% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | — | — | — | $146K | 0.6% | |
| LARGE CA GROWTH/JP MORGAN INV MGMT EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $142K | 0.6% | |
| Fullerthaler Behavioral Smallcap Grow R6 Mutual Fund | — | — | — | $81K | 0.3% | |
| Artisan International Value Instl. Mutual Fund | — | — | — | $81K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FD 2060 I GREAT GRAY · EIN 38-4126265 / PN 572 | Common Collective Trust | — | — | $80K | 0.3% | |
| Fidelity Advisor Small Cap Value I Mutual Fund | — | — | — | $79K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FD 2040 I GREAT GRAY · EIN 38-4126265 / PN 568 | Common Collective Trust | — | — | $66K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FD 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $34K | 0.1% | |
| GREAT GRAY TRUST AMERICAN FD 2050 I GREAT GRAY · EIN 38-4126265 / PN 570 | Common Collective Trust | — | — | $16K | <0.1% | |
| Janus Henderson Enterprise N Mutual Fund | — | — | — | $9K | <0.1% |