How big is Palla Financial Inc.'s plan?

Palla Financial Inc.'s plan reported $296K in assets and 10 participants for 2025.

Original filing (PDF)20260424220310NAL0006161505097

Palla Financial Inc.

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

Form 5500-SF

FILING_RECEIVED

Palla Financial 401(k) Plan

401(k) retirement plan · Palla Financial Inc.'s Palla Financial 401(k) Plan held $296K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Elantha Barry signed Palla Financial Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Palla Financial Inc.'s EIN is 85-3586353.

EIN 85-3586353

Plan number 001

Plan year 2025

ACK ID 20260424220310NAL0006161505097

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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