Perrine, Redemann, Berry, Taylor & Frette, PLLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Perrine, Redemann, Berry, Taylor & Frette, PLLC
  • Sponsor EIN: 731624668
  • Sponsor Address: 1800 SOUTH BALTIMORE AVE, TULSA, OK, 74119
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 20
  • Total Assets: $2.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202520$2.6M$0$0
202416$3.8M$41,877$71,202
202316$3.5M$36,661$58,436
202217$3.1M$37,098$60,992

Similar Plans