Plan Snapshot
- Plan Sponsor: Perry Ellis Shared Services LLC
- Sponsor EIN: 202085469
- Sponsor Address: 3000 NW 107TH AVENUE, MIAMI, FL, 33172
- Plan Type: 401(k)
- Total Participants: 1,365
- Total Assets: $98.0M
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 | 1,365 | $98.0M | $928,664 | $4.8M |
| 2023 | 1,200 | $89.1M | $903,785 | $4.6M |
| 2022 | 1,134 | $75.3M | $845,595 | $4.3M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS, LLC — 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 | $104,076 | $60,405 | $30,750 | — | — |
| 2023 | $110,482 | $69,478 | $28,381 | — | — |
| 2022 | $77,987 | $39,398 | — | — | $27,900 |