How big is Palladium Investment Partners' plan?

Palladium Investment Partners' plan reported $18.3M in assets and 48 participants for 2024.

Original filing (PDF)20250709052837NAL0004499633001

Palladium Investment Partners

Name: Palladium Investment Partners — Palladium Equity, Form 5500 (2024)
Creator: Palladium Investment Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Palladium Equity Partners 401(k) Plan

401(k) retirement plan · Palladium Investment Partners' Palladium Equity Partners 401(k) Plan held $18.3M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

People on this filing

Conor Griffin signed Palladium Investment Partners' 2024 Form 5500 as plan administrator.

Conor Griffin — 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

Palladium Investment Partners' EIN is 87-2373303.

EIN 87-2373303

Plan number 001

Plan year 2024

ACK ID 20250709052837NAL0004499633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palladium Investment Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palladium Investment Partners' 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 PALLADIUM INVESTMENT PARTNERS.

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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 (93rd percentile).

Plan sponsor

Name

PALLADIUM INVESTMENT PARTNERS

EIN

all filings

Address

1270 AVENUE OF THE AMERICAS · 31ST FLOOR · NEW YORK, NY · 10020

Phone

(212) 218-5161

Industry

Finance & Insurance

Plan administrator