Perlo Construction Group Retirement Plan
Sponsored by Perlo Construction Group, Llc · EIN 931295790 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 110
- With balances
- 137
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $41,163 |
| Pension Plan Specialists, Pc | Consulting (pension) | $19,204 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,568 |