Plan Ledger DOL Form 5500 · updated monthly

Palladia, Inc.Profit-sharing plan

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF PALLADIA, INC. · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.35%

Palladia, Inc. reported $11,112 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,854th of 5,648), and 9,119th of 11,911 in health care & social assistance. active participation has shrunk from 119 to 94 since 2022.

Plan summary
Net assets, end of year$3,190,764
Participants with balances120
Active participants94
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$26,590
Benefits paid to participants$254,673
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 120 accts
2023$3.1M · 132 accts
2022$3.1M · 147 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,612
Investment management$2,500
Total administrative$11,112
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$8,612
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$11,112 · 0.35%
2023$9,674 · 0.31%
2022$10,178 · 0.34%
All plans at this employer2
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF PALLADIA, INC.Profit-sharing plan
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF PALLADIA, INC.401(k)
Similar plansHealth Care & Social Assistance · New York
Monroe Medi-Trans, Inc. NY$3.2M · 1.91%
Independent Living, Inc. NY$3.2M · 0.91%
Sinergia, Inc. NY$3.2M · 2.00%
Emerald Healthcare, LLC NY$3.2M · 2.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237089380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.