Plan Snapshot
- Plan Sponsor: Paladin, INC.
- Sponsor EIN: 356076798
- Sponsor Address: 4315 EAST MICHIGAN BLVD, MICHIGAN CITY, IN, 46360
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $498,641
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 369 | $498,641 | $0 | $168,239 |
| 2023 | 333 | $316,249 | $0 | $171,357 |
| 2022 | 322 | $128,387 | $0 | $122,792 |
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 |
|---|---|---|---|---|
| APPLEGATE AND COMPANY, PC | 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 | $15,820 | $212 | — | — | — |
| 2023 | $13,225 | — | — | — | — |
| 2022 | $7,775 | $7,693 | — | — | — |