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Original filing (PDF)20251015131309NAL0004945089001
PALADIN TECHNOLOGIES
Form 5500
FILING_RECEIVED
PALADIN TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
728
Accounts w/ balance
584
Plan assets (EOY)
$42.0M
Net assets (EOY)
$42.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALADIN TECHNOLOGIES.
Plan sponsor
Name
PALADIN TECHNOLOGIES
EIN
33-0926164
Address
401 WEST TRAVELERS TRAIL · BURNSVILLE, MN · 55337
Phone
(952) 894-5343
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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
BOYUM AND BARENSCHEER PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $58K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | — | NEWPORT BEACH, CA | NONE | $29K | — |
| RESOURCE INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $0 | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
29 direct securities · 3 pooled funds· $46.0M(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
$39.6M
29 holdings
Common Collective Trust
$6.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $4.6M | 11.0% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $4.5M | 10.6% | |
| BLACKROCK WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.0M | 9.6% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $3.9M | 9.4% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $3.8M | 9.1% | |
| BlackRock Equity Index 1 | — | — | — | $2.8M | 6.6% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $2.4M | 5.7% | |
| NYLI Winslow Large Cap Growth R6 | — | — | — | $2.2M | 5.2% | |
| John Hancock Investment Grade Bond Fund R6 | — | — | — | $1.9M | 4.5% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.8M | 4.3% | |
| PUTNAM PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.6% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.5M | 3.6% | |
| American Funds American Balanced R6 | — | — | — | $1.2M | 2.8% | |
| American Europacific R6 | — | — | — | $1.0M | 2.5% | |
| MFS Mid Cap Value R6 | — | — | — | $954K | 2.3% | |
| Notes receivable from participants | — | — | — | $911K | 2.2% | |
| BlackRock MSCI ACWI ex-US Index Fund - R | — | — | — | $896K | 2.1% | |
| RELIANCE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $894K | 2.1% | |
| Macquarie Mid Cap Growth Fund CI R6 | — | — | — | $698K | 1.7% | |
| Columbia Small Cap Value Fund Ii Instl 3 | — | — | — | $612K | 1.5% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $602K | 1.4% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $521K | 1.2% | |
| Principal Real Estate Securities Fund R6 | — | — | — | $472K | 1.1% | |
| Legg Mason ClearBridge Small Cap Growth Fund IS | — | — | — | $430K | 1.0% | |
| American Funds 2015 Trgt Date Retire R6 | — | — | — | $403K | 1.0% | |
| BlackRock U.S. Debt Index Fund R | — | — | — | $367K | 0.9% | |
| Blackrock Russell 2500 Index | — | — | — | $261K | 0.6% | |
| PIMCO Income Institutional | — | — | — | $231K | 0.6% | |
| Empower General Account | — | — | — | $154K | 0.4% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $136K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 | — | — | — | $118K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $116K | 0.3% |
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