Plan Snapshot
- Plan Sponsor: Palladian Management Company
- Sponsor EIN: 464211127
- Sponsor Address: 601 WOODLAWN DRIVE, SUITE 330, MARIETTA, GA, 30067
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.3M | $16,514 | $61,000 |
| 2023 | 4 | $2.2M | $39,000 | $126,000 |
| 2022 | 4 | $1.8M | $30,000 | $108,000 |