Bruce Hueners signed Palomar Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Palomar Technologies, Inc.'s EIN is 33-0781304.
Download the official 2024 Form 5500 (PDF) for Palomar Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palomar Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLP | — | GREENWOOD, CO | INVESMENT MGMT | $26K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $2.9M | 11.8% | |
| Vanguard Wellington Fund Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $1.8M | 7.3% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $1.6M | 6.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | Mutual Funds | — | — | $1.6M | 6.4% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $935K | 3.8% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $876K | 3.6% | |
| Vanguard Growth Index Adm Mutual Fund | Mutual Funds | — | — | $744K | 3.1% | |
| Empower Secure Foundation Balanced Inv Mutual Fund | Other securities | — | — | $733K | 3.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $715K | 2.9% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $628K | 2.6% | |
| Vanguard Mid Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $459K | 1.9% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $408K | 1.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $407K | 1.7% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | Other securities | — | — | $394K | 1.6% | |
| Vanguard Mid Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $345K | 1.4% | |
| American Fund New World R6 Mutual Fund | Other securities | — | — | $255K | 1.0% | |
| Federated Hermes Instl High Yield Bond R6 Mutual Fund | Other securities | — | — | $171K | 0.7% | |
| Participant Loans to participants, bearing interest from 5.25% to 10.50% | Bonds / Notes | — | — | $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 | Other securities | — | — | $81K | 0.3% | |
| Artisan International Value Instl. Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC | 13-2655998 | NASHVILLE, TN | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | WOODLAND HILLS, CA | AUDITOR | $0 | — |
