Plan Snapshot
- Plan Sponsor: Perteet, INC.
- Sponsor EIN: 911505037
- Sponsor Address: 2707 COLBY AVE STE 900, EVERETT, WA, 982013565
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $19.4M
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 | 128 | $19.4M | $0 | $1.5M |
| 2023 | 99 | $16.0M | $0 | $1.3M |
| 2022 | 95 | $13.0M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| VISSE & COMPANY CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VISSE & COMPANY CPAS — 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 | $2,097 | — | $2,097 | — | — |
| 2023 | $1,968 | — | $1,968 | — | — |
| 2022 | $1,199 | — | $1,199 | — | — |