How big is Perigon Wealth Management, LLC's plan?

Perigon Wealth Management, LLC's plan reported $6.0M in assets and 87 participants for 2024.

Original filing (PDF)20251013091506NAL0001018609002

Perigon Wealth Management, LLC

Name: Perigon Wealth Management, LLC — Perigon Wealth, Form 5500 (2024)
Creator: Perigon Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perigon Wealth Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Perigon Wealth Management, LLC's Perigon Wealth Management, LLC 401(k) Profit Sharing Plan and Trust held $6.0M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Perigon Wealth Management, LLC's EIN is 20-1006470.

EIN 20-1006470

Plan number 001

Plan year 2024

ACK ID 20251013091506NAL0001018609002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perigon Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERIGON WEALTH MANAGEMENT, 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