Select Page

PALOMAR HOLDINGS, INC. 401(K) PLAN

Plan Contact

  • Address: 7979 IVANHOE AVE,,LA JOLLA,CA
  • Contact person: ROBIN PHANEUF
  • Phone: (619) 439-0139

Plan General Information

PALOMAR HOLDINGS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of PALOMAR HOLDINGS, INC. 401(K) PLAN is $14,789,267.00.This plan was established in 2014.

PALOMAR HOLDINGS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in PALOMAR HOLDINGS, INC. 401(K) PLAN is 223

PALOMAR HOLDINGS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for PALOMAR HOLDINGS, INC. 401(K) PLAN is $66,319.00

PALOMAR HOLDINGS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for PALOMAR HOLDINGS, INC. 401(K) PLAN is $11,200.00.

PALOMAR HOLDINGS, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in PALOMAR HOLDINGS, INC. 401(K) PLAN is approximately $3,982.00
Investing in this additonal $3,982.00 for 20 years would give you extra $254,890.00, assuming a 10% annual return.

PALOMAR HOLDINGS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, PALOMAR HOLDINGS, INC. 401(K) PLAN allocates $888,135.00 to match its employees' contributions, providing an employer match rate of 44.18% of their contributions

PALOMAR HOLDINGS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of PALOMAR HOLDINGS, INC. 401(K) PLAN is 62.33%.

PALOMAR HOLDINGS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for PALOMAR HOLDINGS, INC. 401(K) PLAN is 19.67%. This measures the effectiveness of the plan participants' investments in the year.

PALOMAR HOLDINGS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of PALOMAR HOLDINGS, INC. 401(K) PLAN is 0.02%.

Enrollment Features

PALOMAR HOLDINGS, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...