AUMdb

Peraton Corp. Retirement Savings Plan

Sponsored by Peraton Corp. · EIN 815224276 · Plan #002

Total assets
$2.5B
Net assets
$2.5B
Active participants
18,345
With balances
26,283

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
Aon Investments Usa Inc. CRD 105596 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $722,258
Strategic Advisors, Inc. Investment advisory (plan) $378,633
Aon Consulting Inc Consulting (general), Investment advisory (plan) $211,373
Aon Investments Usa Inc Consulting (general), Investment advisory (plan) $124,194
Mcconnell & Jones Llp Accounting $46,000