# Percheron Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/percheron-holdings-llc-plan

> Percheron Holdings, LLC's DC plan: 854 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Percheron Holdings, LLC

- **Sponsor EIN:** 271955567

- **Sponsor Address:** 1904 WEST GRAND PARKWAY N SUITE 200, KATY, TX, 77449

- **Plan Type:** DC

- **Total Participants:** 854

- **Total Assets:** $21.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|854|$21.9M|$0|$2.1M|

| 2023|780|$18.1M|$0|$1.7M|

| 2022|850|$15.2M|$0|$1.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$51,243|—|$51,243|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$33,000|—|$33,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,804|—|$11,804|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,047

- **Estimated Expense Ratio:** 0.438% of plan assets

### 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|$94,834|$44,804|—|—|—|

| 2023|$80,080|$39,232|—|—|—|

| 2022|$80,055|$31,962|$48,093|—|—|

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