Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALISADE ASSET MANAGEMENT, LLC
EIN 27-0125285investment managementLatest filing 2025
Plans
2
Retirement
2
$28.9M assets
Welfare
0
Participants
21
100 SOUTH 5TH STREET, SUITE 420 - MINNEAPOLIS, MN 55402612-455-2900palisadeam.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $28.9M assets / 21 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#001
PALISADE ASSET MANAGEMENT, LLC 401K PROFIT SHARING PLAN
401k
Assets$27.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PALISADE ASSET MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALISADE ASSET MANAGEMENT, LLC 401K PROFIT SHARING PLAN | 401k | $27.6M | 12 | 2025 | |
| 003 | PALISADE ASSET MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 9 | 2025 |
Retirement plans