How big is PALO ALTO Strategy Group, LLC's plan?

PALO ALTO Strategy Group, LLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250429101844NAL0000393777002

PALO ALTO Strategy Group, LLC

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

Form 5500-SF

FILING_RECEIVED

PALO ALTO Strategy Group, LLC Defined Benefit Plan

Defined-benefit pension plan · PALO ALTO Strategy Group, LLC's PALO ALTO Strategy Group, LLC Defined Benefit Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

PALO ALTO Strategy Group, LLC's EIN is 82-3215344.

EIN 82-3215344

Plan number 002

Plan year 2024

ACK ID 20250429101844NAL0000393777002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PALO ALTO Strategy Group, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALO ALTO STRATEGY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score