Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALO ALTO STRATEGY GROUP, LLC
EIN 82-3215344Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
10
200 S VIRGINIA, 8TH FLOOR - RENO, NV 89501650-263-4579
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 10 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
PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PALO ALTO STRATEGY GROUP, LLC RETIREMENT SAVINGS PLAN
401k
Assets$457K
Participants5
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 | PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 5 | 2024 | |
| 001 | PALO ALTO STRATEGY GROUP, LLC RETIREMENT SAVINGS PLAN | 401k | $457K | 5 | 2024 |
Retirement plans