Peerless 401(k) Retirement Plan
Sponsored by Peerless Industries, Inc. · EIN 362700452 · Plan #002
- Total assets
- $31.7M
- Net assets
- $31.6M
- Active participants
- 180
- With balances
- 229
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Hold Co Llc | Investment advisory (plan) | $43,647 |
| Mesirow Financial Investment | Investment advisory (plan) | $14,328 |
| Blue Chip Retirement Plans Inc. | Other fees | $1,200 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |