# The Perryman Company DC Plan
Source: https://planprovider.pro/companies/the-perryman-company-plan-001

> The Perryman Company's DC plan: 703 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Perryman Company

- **Sponsor EIN:** 251585501

- **Sponsor Address:** 213 VANDALE DRIVE, HOUSTON, PA, 153421250

- **Plan Type:** DC

- **Total Participants:** 703

- **Total Assets:** $101.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|703|$101.6M|$6.6M|$2.6M|

| 2023|540|$93.0M|$5.7M|$2.2M|

| 2022|465|$77.4M|$5.0M|$1.9M|

## 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|

| COURY FIRM ASSET MANAGEMENT|RIA|$228,393|—|$228,393|

| FIDELITY|RECORDKEEPER|$40,976|—|$40,976|

| RD HOAG & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $269,369

- **Estimated Expense Ratio:** 0.265% 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|$269,369|—|$269,369|—|—|

| 2023|$234,844|—|$234,844|—|—|

| 2022|$178,717|—|—|—|$178,717|

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