Plan Snapshot
- Plan Sponsor: Peregrine Sports, LLC
- Sponsor EIN: 364652297
- Sponsor Address: 1844 SW MORRISON STREET, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $10.5M
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 | 353 | $10.5M | $504,871 | $976,811 |
| 2023 | 409 | $9.0M | $447,321 | $944,847 |
| 2022 | 326 | $7.6M | $361,867 | $867,674 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $28,104 | — | $28,104 |
| CAMBRIDGE INVESTMENT RESEARCH. | NONE | $24,288 | — | $24,288 |
| PENTEGRA SERVICES INC | NONE | $9,121 | — | $9,121 |
| ALDRICH CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- ALDRICH CPAS AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,513
- Estimated Expense Ratio: 0.587% 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 | $61,513 | $24,288 | $28,104 | — | — |
| 2023 | $42,141 | $18,756 | $23,385 | — | — |
| 2022 | $76,306 | $55,398 | $20,908 | — | — |