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  2. Palo Alto Investors

Filings through Oct 24, 2026.

Sponsor portfolio

Palo Alto Investors

EIN 77-0558164-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$100K assets
Welfare
0
Participants
12
PALO ALTO INVESTORS, 470 UNIVERSITY AVE - PALO ALTO, CA 943011812650-470-3407
Plans on this EIN
1 filing
#001401(k)-$100K - 12 part

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Retirement#001

PALO ALTO INVESTORS 401(K) PLAN

401(k)

Assets$100K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALO ALTO INVESTORS 401(K) PLAN401(k)$100K122025
Retirement plans
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