Perceptyx, Inc. 401(k) Profit Sharing Plan
Sponsored by Perceptyx, Inc. · EIN 200006759 · Plan #001
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 289
- With balances
- 377
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 |
|---|---|---|
| Warren Street Wealth Advisors, Llc CRD 173447 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Warren Street Advisors | Investment advisory (plan), Direct payment from the plan | $89,375 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $22,163 |