# Perpetual Capital Management Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/perpetual-capital-management-services-llc-401k-plan

> Perpetual Capital Management Services LLC's 401(k) plan: 3,654 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perpetual Capital Management Services LLC

- **Sponsor EIN:** 923159535

- **Sponsor Address:** 1000 WILSON BLVD., ARLINGTON, VA, 22209

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

- **Total Participants:** 3,654

- **Total Assets:** $76.7M

## 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|3,654|$76.7M|$146,729|$4.6M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$298,781|—|$298,781|

| SAGEVIEW ADVISORY GROUP LLC|NONE|$40,000|—|$40,000|

| CBIZ B&I|NONE|$27,250|—|$27,250|

| APRIO, LLC|NONE|$14,500|—|$14,500|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [APRIO, LLC](https://planprovider.pro/provider/aprio-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $380,531

- **Estimated Expense Ratio:** 0.496% of plan assets

### 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|$385,559|$69,000|—|$14,500|—|

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