AUMdb

Perennial Retirement Plan

Sponsored by Perennial Services Holdco, Llc · EIN 884040386 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
1,017
With balances
484

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
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $87,017
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $71,066