Plan Snapshot
- Plan Sponsor: Paladin Capital, INC.
- Sponsor EIN: 621377407
- Sponsor Address: 1116 POLK AVE, NASHVILLE, TN, 372104331
- Plan Type: 401(k)
- Total Participants: 954
- Total Assets: $26.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 954 | $26.1M | $0 | $2.0M |
| 2023 | 1,049 | $24.7M | $595,593 | $2.4M |
| 2022 | 1,793 | $26.6M | $1.0M | $2.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARR, RIGGS AND INGRAM | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $114,846 | $8,696 | $106,150 | — | — |
| 2023 | $179,276 | $29,991 | $149,285 | — | — |
| 2022 | $153,238 | $29,981 | $123,257 | — | — |