How big is Paladin Advisory Group, LLC's plan?

Paladin Advisory Group, LLC's plan reported $711K in assets and 5 participants for 2024.

Original filing (PDF)20250723155045NAL0002005683001

Paladin Advisory Group, LLC

Name: Paladin Advisory Group, LLC — Paladin Advisory Group, Form 5500 (2024)
Creator: Paladin Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paladin Advisory Group 401(k) and Profit Sharing Plan

401(k) retirement plan · Paladin Advisory Group, LLC's Paladin Advisory Group 401(k) and Profit Sharing Plan held $711K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

Plan identifiers

Paladin Advisory Group, LLC's EIN is 81-4031278.

EIN 81-4031278

Plan number 001

Plan year 2024

ACK ID 20250723155045NAL0002005683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paladin Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paladin Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALADIN ADVISORY GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score