Plan Snapshot
- Plan Sponsor: Perko, INC.
- Sponsor EIN: 590932376
- Sponsor Address: 16490 NW 13 AVENUE, MIAMI, FL, 33169
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $7.8M
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 | 217 | $7.8M | $33,050 | $387,288 |
| 2023 | 200 | $7.4M | $32,474 | $407,073 |
| 2022 | 208 | $7.6M | $32,100 | $430,147 |
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 | $33,108 | $12,142 | — | — | — |
| 2023 | $31,788 | $11,997 | — | — | — |
| 2022 | $32,763 | — | $32,763 | — | — |