How big is Perry Rose, LLC's plan?

Perry Rose, LLC's plan reported $1.2M in assets and 15 participants for 2024.

Original filing (PDF)20250609112250NAL0023426816001

Perry Rose, LLC

Name: Perry Rose, LLC — Perry Rose, LLC 401(k) Plan, Form 5500 (2024)
Creator: Perry Rose, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry Rose, LLC 401(k) Plan

401(k) retirement plan · Perry Rose, LLC's Perry Rose, LLC 401(k) Plan held $1.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Shirley Horner signed Perry Rose, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Perry Rose, LLC's EIN is 13-3787806.

EIN 13-3787806

Plan number 002

Plan year 2024

ACK ID 20250609112250NAL0023426816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perry Rose, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perry Rose, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERRY ROSE, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score