The Perryman Company New Comparability Profit Sharing Plan
Sponsored by The Perryman Company · EIN 251585501 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 703
- With balances
- 825
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 |
|---|---|---|
| Coury Firm Asset Management Llc CRD 289145 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coury Firm Asset Management | Investment advisory (plan) | $228,393 |
| Fidelity | Recordkeeping fees, Account maintenance fees | $40,976 |