Peri Formwork Systems, Inc 401(k) Plan
Sponsored by Peri Formwork Systems, Inc. · EIN 942867244 · Plan #002
- Total assets
- $49.6M
- Net assets
- $49.6M
- Active participants
- 398
- With balances
- 539
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 |
|---|---|---|
| Macroview Investment Management Llc CRD 149621 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Macroview Investment Management Ll | Investment advisory (plan) | $54,660 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,646 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,624 |