How big is Paller Financial Services, Inc.'s plan?

Paller Financial Services, Inc.'s plan reported $483K in assets and 6 participants for 2024.

Original filing (PDF)20250429131108NAL0000528689001

Paller Financial Services, Inc.

Name: Paller Financial Services, Inc. — Paller Financial, Form 5500 (2024)
Creator: Paller Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paller Financial Services 401(k) Plan

401(k) retirement plan · Paller Financial Services, Inc.'s Paller Financial Services 401(k) Plan held $483K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$483K

Net assets (EOY)

$483K

People on this filing

Mark Paller signed Paller Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Mark Paller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paller Financial Services, Inc.'s EIN is 84-1564282.

EIN 84-1564282

Plan number 001

Plan year 2024

ACK ID 20250429131108NAL0000528689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paller Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paller Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALLER FINANCIAL SERVICES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PALLER FINANCIAL SERVICES, INC.

EIN

all filings

Address

9000 E. NICHOLS AVE · SUITE 120 · CENTENNIAL, CO · 80112

Phone

(303) 858-0045

Industry

Finance & Insurance

Plan administrator