Plan Snapshot
- Plan Sponsor: Perform (Cb), LLC
- Sponsor EIN: 300585674
- Sponsor Address: 2389 E VENICE AVE #410, VENICE, FL, 34292
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $14.1M
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 | 83 | $14.1M | $476,029 | $763,108 |
| 2023 | 82 | $12.5M | $397,258 | $707,076 |
| 2022 | 105 | $9.7M | $446,907 | $862,816 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $45,856 | $26,374 | $19,482 | — | — |
| 2023 | $39,261 | $21,251 | $18,010 | — | — |
| 2022 | $38,638 | $20,135 | $18,503 | — | — |