# Perlo Construction Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/perlo-construction-group-llc-401k-plan

> Perlo Construction Group, LLC's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perlo Construction Group, LLC

- **Sponsor EIN:** 931295790

- **Sponsor Address:** 11450 SW AMU STREET, TUALATIN, OR, 97062

- **Plan Type:** 401(k)

- **Total Participants:** 110

- **Total Assets:** $36.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|110|$36.0M|$1.9M|$828,096|

| 2023|98|$31.4M|$1.6M|$769,329|

| 2022|94|$25.8M|$1.6M|$768,499|

## 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|

| HOFFMAN STEWART & SCHMIDT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOFFMAN STEWART & SCHMIDT](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|$94,238|—|$91,238|—|—|

| 2023|$90,108|—|$87,708|—|—|

| 2022|$85,643|—|$84,893|—|—|

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