How big is Palisade Financial, Inc.'s plan?

Palisade Financial, Inc.'s plan reported $624K in assets and 8 participants for 2025.

Original filing (PDF)20260130161812NAL0005496049001

Palisade Financial, Inc.

Name: Palisade Financial, Inc. — Palisade Financial 401(k), Form 5500 (2025)
Creator: Palisade Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palisade Financial 401(k) Plan

401(k) retirement plan · Palisade Financial, Inc.'s Palisade Financial 401(k) Plan held $624K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan identifiers

Palisade Financial, Inc.'s EIN is 84-1409781.

EIN 84-1409781

Plan number 001

Plan year 2025

ACK ID 20260130161812NAL0005496049001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Palisade Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Palisade Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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