Perigee Capital Partners LLC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Perigee Capital Partners LLC.
  • Sponsor EIN: 454820253
  • Sponsor Address: 10900 STONELAKE BOULEVARD, AUSTIN, TX, 78759
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202313$2.3M$21,681$40,745
202214$1.9M$59,968$126,584

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