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Original filing (PDF)20241009084313NAL0009043891001

PALADIN TECHNOLOGIES

Form 5500
FILING_RECEIVED
PALADIN TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
482
Accounts w/ balance
606
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALADIN TECHNOLOGIES.
Plan sponsor
Name
PALADIN TECHNOLOGIES
EIN
41-1381482
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
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
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 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ONEAMERICA RETIREMENT SERVICES46-5378846RECORDKEEPER$48K
Other
3
NameEINLocationRelationDirect compIndirect comp
SAGEVIEW ADVISORY GROUPNEWPORT BEACH, CANONE$28K
RESOURCE INVESTMENT ADVISORSOVERLAND PARK, KSNONE$0
MATRIX TRUST COMPANY75-3182674NONE$0

Investments

3 pooled funds· $5.8M(17% 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.

InvestmentTypeCurrent value% of plan
BLACKROCK
WILMINGTON TRUST · EIN 20-3802168 / PN 001
Common Collective Trust
$3.8M10.6%
PUTNAM
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 001
Common Collective Trust
$1.2M3.5%
RELIANCE
RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001
Common Collective Trust
$832K2.4%

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