Perpetual Capital 401(k) Plan
Sponsored by Perpetual Capital Management Services Llc · EIN 923159535 · Plan #003
- Total assets
- $76.7M
- Net assets
- $76.7M
- Active participants
- 3,654
- With balances
- 4,209
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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $298,781 |
| Sageview Advisory Group Llc | Consulting (general) | $40,000 |
| Cbiz B&I | Consulting (general) | $27,250 |
| Aprio, Llc | Accounting | $14,500 |