AUMdb

Perimeter Healthcare 401(k) Plan

Sponsored by Rep Perimeter Holdings, Llc D/B/A Perimeter Healthcare · EIN 204889788 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
1,126
With balances
257

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
Focus Partners Wealth, Llc CRD 159289 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Professional Capital Services Claims processing, Contract administrator, Recordkeeping $39,728
Focus Partners Wealth Investment advisory (participants), Investment advisory (plan), Investment management $37,286