Percheron, Llc 401(k) Profit Sharing Plan
Sponsored by Percheron Holdings, Llc · EIN 271955567 · Plan #001
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 854
- With balances
- 391
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $51,243 |
| Creative Planning Llc | Investment advisory (plan) | $33,000 |
| Empower Advisory Group, Llc | Investment management | $11,804 |