Plan Snapshot
- Plan Sponsor: Peregrine Permanent Management, LLC
- Sponsor EIN: 834414506
- Sponsor Address: 320 FILLMORE ST, SUITE 400, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 904
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 904 | $7.6M | $212,024 | $984,619 |
| 2023 | 800 | $6.3M | $165,500 | $863,738 |
| 2022 | 900 | $5.3M | $140,174 | $798,234 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLER KAPLAN ARASE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,971 | $16,698 | $5,273 | — | — |
| 2023 | $20,397 | $14,056 | $6,341 | — | — |
| 2022 | $14,167 | $12,698 | $1,469 | — | — |