Peregrine Group, Llc Retirement Plan
Sponsored by Peregrine Group, Llc · EIN 262060561 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 40
- With balances
- 84
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services, Llc | Investment advisory (plan) | $41,820 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $10,298 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,314 |