Plan Ledger DOL Form 5500 · updated monthly

Palladium Group Global LLC401(k)

PALLADIUM GROUP GLOBAL 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Palladium Group Global LLC reported $85,366 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $7,659 per active participant. 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 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 139th-largest of 618 plans among District of Columbia employers on file, and the 2,335th of 11,654 in professional & technical services. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,222,155
Participants with balances588
Active participants364
Employer contributions$2,787,829
Employee contributions$4,547,198
Employer contribution per active participant$7,659
Average account balance$104,119
Benefits paid to participants$8,579,380
Plan auditUnmodified (clean) audit opinion
AuditorBORIS BENIC & ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$61.2M · 588 accts · $2.8M emplr
2023$54.1M · 599 accts · $2.5M emplr
2022$44.1M · 572 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,428
Investment management$54,238
Audit (IQPA)$14,700
Total administrative$85,366
The Palladium Group Global LLC 401(k) match · 2024
Employer contribution per active participant$7,659
Median for plans this size$3,635
2024$7,659 per active participant
2023$6,041 per active participant
2022$6,045 per active participant

Palladium Group Global LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20243
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$54,238
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,428
BORIS BENIC AND ASSOCIATES LLP · Accounting / audit$14,700

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

Administrative cost history3
2024$85,366 · 0.15%
2023$69,163 · 0.14%
2022$66,028 · 0.14%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
American Gas Association DC$61.7M · 0.04%
Studios Architecture DC$61.6M · 0.14%
Versar, Inc. DC$56.6M · 0.17%
Ls Technologies, LLC DC$56.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271357362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.