AUMdb

Perry Homes, Llc 401(k) Profit Sharing Plan

Sponsored by Perry Homes, Llc · EIN 760276305 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
1,570
With balances
1,896

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $78,165
Empower Annuity Insurance Company O Recordkeeping fees $60,212
Nfp Retirement Inc Investment advisory (plan) $17,985