AUMdb

Peregrine Hospitality West 401(k) Plan

Sponsored by Peregrine Permanent Management, Llc · EIN 842542075 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
1,112
With balances
1,135

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Burnham Gibson Wealth Advisors Llc Investment advisory (plan) $29,492
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $16,781
United Planners Financial Svcs Investment advisory (plan) $0