Plan Snapshot
- Plan Sponsor: Peregrine Group, LLC
- Sponsor EIN: 262060561
- Sponsor Address: 2101 CEDAR SPRINGS ROAD, SUITE 1800, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $19.1M | $481,133 | $711,346 |
| 2023 | 63 | $21.0M | $724,581 | $1.1M |
| 2022 | 85 | $19.5M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $54,432 | $44,134 | — | — | — |
| 2023 | $62,792 | $47,952 | — | — | — |
| 2022 | $62,849 | $59,535 | $3,314 | — | — |