Peregrine Hospitality 401(k) Plan
Sponsored by Peregrine Permanent Management, Llc · EIN 571210920 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 73
- With balances
- 382
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 |
|---|---|---|
| Capital Analysts, Llc CRD 162200 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burnham Gibson | Investment advisory (plan) | $29,832 |
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $100 |
| Capital Analyst | Investment advisory (plan) | $0 |