Plan Snapshot
- Plan Sponsor: Palisades Hudson Financial Group LLC
- Sponsor EIN: 134199096
- Sponsor Address: 200 SW 1ST AVE STE 800, FORT LAUDERDALE, FL, 333012072
- Plan Type: DC
- Plan Number: 001
- Total Participants: 28
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 28 | $11.5M | $0 | $0 |
| 2024 | 26 | $9.8M | $0 | $0 |
| 2023 | 26 | $8.7M | $0 | $0 |
| 2022 | 26 | $7.5M | $130,980 | $0 |