# Persevere, LLC 401(k) Plan
Source: https://planprovider.pro/companies/persevere-llc-401k-plan

> Persevere, LLC's 401(k) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Persevere, LLC

- **Sponsor EIN:** 364876264

- **Sponsor Address:** 33 NORTH LASALLE STREET, CHICAGO, IL, 60602

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

- **Total Participants:** 35

- **Total Assets:** $13.1M

## 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|35|$13.1M|$40,756|$441,783|

| 2023|55|$14.2M|$54,513|$624,012|

| 2022|71|$14.1M|$65,628|$696,583|

## 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|

| CITRIN COOPERMAN|Auditor|—|—|$0|

## 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|$28,514|—|—|—|—|

| 2023|$30,973|—|—|—|—|

| 2022|$31,573|—|—|—|—|

## Similar Plans

- [The Hearn Company](https://planprovider.pro/companies/the-hearn-company-401k-plan) — 23 participants

- [Cm&P Holdings Ira INC.](https://planprovider.pro/companies/cm-p-holdings-ira-inc-401k-plan) — 4 participants

- [K-Five Investments INC.](https://planprovider.pro/companies/k-five-investments-inc-plan-001) — 3 participants

- [Bilo Bilo Corp.](https://planprovider.pro/companies/bilo-bilo-corp-401k-plan) — 3 participants

- [Mbk Real Estate Development Corp.](https://planprovider.pro/companies/mbk-real-estate-development-corp-plan) — 3 participants

- [Centerpoint Properties Trust](https://planprovider.pro/companies/centerpoint-properties-trust-401k-plan) — 143 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/persevere-llc-401k-plan)

© 2026 PlanProvider.Pro