Perko, Inc. 401(k) Profit Sharing Plan
Sponsored by Perko, Inc. · EIN 590932376 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 217
- With balances
- 220
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,966 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $12,142 |