Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
PALADINI FINANCIAL ADVISORS, LLC
EIN 47-4139945Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4K assets
Welfare
0
Participants
3
2015 E LAMAR BLVD, SUITE 200 - ARLINGTON, TX 76006817-704-7788
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4K assets / 3 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#002
PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALADINI FINANCIAL ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$1K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PALADINI FINANCIAL ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $3K | 1 | 2024 | |
| 001 | PALADINI FINANCIAL ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $1K | 2 | 2024 |
Retirement plans