The Perficient, Inc. 401(k) Employee Savings Plan
Sponsored by Perficient, Inc. · EIN 742853258 · Plan #001
- Total assets
- $391M
- Net assets
- $391M
- Active participants
- 2,450
- With balances
- 3,568
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Moneta Group Investment Advisors, Llc CRD 104727 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $321,004 |
| Armanino Llp | Accounting, Direct payment from the plan | $65,375 |
| Moneta Group Investment Advisors | Investment advisory (plan), Direct payment from the plan | $62,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |