AUMdb

Peregrine Hospitality East 401(k) Plan

Sponsored by Peregrine Permanent Management, Llc · EIN 834414506 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
904
With balances
390

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
Burnham Gibson Wealth Advisors Llc Investment advisory (plan) $16,698
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $5,273
United Planners Financial Services Investment advisory (plan) $0