AUMdb

Perry Ellis Shared Services Llc 401(k) Plan

Sponsored by Perry Ellis Shared Services Llc · EIN 202085469 · Plan #002

Total assets
$98.0M
Net assets
$98.0M
Active participants
1,365
With balances
1,768

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
Truist Bank Investment management, Direct payment from the plan $55,536
Elliott Davis Decosimo,Llc Accounting, Direct payment from the plan $30,750
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $17,740
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $10
Charles Schwab Trust Bank Trustee (directed), Investment management fees (indirect), Shareholder servicing fees $0