Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PALLADIA, INC.
EIN 23-7089380non-profit organization managementLatest filing 2025
Plans
3
Retirement
3
$6.4M assets
Welfare
0
Participants
265
463 SEVENTH AVENUE, 17TH FLOOR - NEW YORK, NY 10018212-633-6900palladiainc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.4M assets / 265 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF PALLADIA, INC.
ProfitSharing
Assets$3.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF PALLADIA, INC.
401k
Assets$3.1M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PROJECT RETURN FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN
403b
Assets$122K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF PALLADIA, INC. | ProfitSharing | $3.2M | 120 | 2025 | |
| 005 | TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF PALLADIA, INC. | 401k | $3.1M | 109 | 2025 | |
| 002 | PROJECT RETURN FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN | 403b | $122K | 36 | 2025 |
Retirement plans