Gayle Culpepper signed Paladin Capital, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paladin Capital, Inc.'s EIN is 62-1377407.
Download the official 2024 Form 5500 (PDF) for Paladin Capital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paladin Capital, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISORY | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIRE ADV 2030 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $6.4M | 24.6% | |
| PUTNAM RETIRE ADV 2035 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.3M | 16.6% | |
| PUTNAM RETIRE ADV 2025 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $3.6M | 13.7% | |
| PUTNAM RETIRE ADV 2040 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.1M | 11.7% | |
| PUTNAM RETIREMT ADV MATURITY X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.6M | 6.0% | |
| PUTNAM RETIRE ADV 2045 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| PUTNAM RETIRE ADV 2050 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $912K | 3.5% | |
| Notes receivable from Interest rates ranging from * participants 4.25% to 9.50% | Bonds / Notes | — | — | $893K | 3.4% | |
| PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $627K | 2.4% | |
| Prin Fixed Inc Guar Option Investment Contract | Common Stocks | — | — | $567K | 2.2% | |
| PUTNAM RETIRE ADV 2055 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $558K | 2.1% | |
| Prin LgCap Growth I R6 Fund Mutual Fund | Other securities | — | — | $551K | 2.1% | |
| PUTNAM RETIRE ADV 2060 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $415K | 1.6% | |
| Loomis Sayles Inv Gr Bd N Fd Mutual Fund | Other securities | — | — | $261K | 1.0% | |
| JP Morgan Equity Income R6 Fund Mutual Fund | Other securities | — | — | $248K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $231K | 0.9% | |
| Virtus Cer MC Val Eq R6 Fd Mutual Fund | Other securities | — | — | $178K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $115K | 0.4% | |
| Prin MidCap Growth Inst Fund Mutual Fund | Other securities | — | — | $97K | 0.4% | |
| MFS Intl Intrinsic Value R6 Fd Mutual Fund | Mutual Funds | — | — | $69K | 0.3% | |
| DFA Emerg Mrkts Small Cap I Fd Mutual Fund | Mutual Funds | — | — | $53K | 0.2% | |
| PUTNAM RETIRE ADV 2065 CL X PUTNAM FIDUCIARY TRUST COMPANY · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $44K | 0.2% | |
| MFS Intl Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.1% | |
| Thornburg Inv Inc Blder R6 Fund Mutual Fund | Common Stocks | — | — | $33K | 0.1% | |
| Thornburg Lmtd-Term Inc R6 Fd Mutual Fund | Common Stocks | — | — | $24K | <0.1% | |
| Virtus Duff&Phlp Rl Est Sec R6 Mutual Fund | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT | 82-1434504 | — | INVESTMENT ADVISORY | $2K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES LLC | 62-1700633 | — | OTHER SERVICES | $0 | — |
