How big is Palese Proto Tech Inc.'s plan?

Palese Proto Tech Inc.'s plan reported $60K in assets and 3 participants for 2025.

Original filing (PDF)20260503124110NAL0003723024001

Palese Proto Tech Inc.

Name: Palese Proto Tech Inc. — Palese Proto Tech Inc., Form 5500 (2025)
Creator: Palese Proto Tech Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palese Proto Tech Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Palese Proto Tech Inc.'s Palese Proto Tech Inc. 401(k) Profit Sharing Plan & Trust held $60K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Karin Palese signed Palese Proto Tech Inc.'s 2025 Form 5500 as plan administrator.

Karin Palese — 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

Palese Proto Tech Inc.'s EIN is 86-0812514.

EIN 86-0812514

Plan number 001

Plan year 2025

ACK ID 20260503124110NAL0003723024001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Palese Proto Tech Inc.'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 PALESE PROTO TECH 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

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 (98th percentile).

Plan sponsor

Name

PALESE PROTO TECH INC

EIN

all filings

Address

7775 N CASA GRANDE WAY STE 155 · TUCSON, AZ · 85743

Phone

(520) 955-1850

Industry

Manufacturing

Plan administrator