Plan Snapshot
- Plan Sponsor: Perennial Capital Advisors, LLC
- Sponsor EIN: 200342761
- Sponsor Address: ONE WASHINGTON MALL, 11TH FLOOR, BOSTON, MA, 02108
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $1.6M | $120,000 | $0 |
| 2023 | 2 | $1.7M | $103,100 | $0 |
| 2022 | 2 | $1.3M | $123,693 | $0 |