Robert Bowers signed Perry Ellis Shared Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perry Ellis Shared Services LLC's EIN is 20-2085469.
Download the official 2024 Form 5500 (PDF) for Perry Ellis Shared Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perry Ellis Shared Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $56K | — |
| ELLIOTT DAVIS DECOSIMO,LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company | Mutual Funds | — | — | $17.7M | 18.1% | |
| Vanguard Total Stk Index INST Mutual Fund | Mutual Funds | — | — | $11.9M | 12.1% | |
| Galliard Retirement Income FD CL 60 Collective Trust Fund | Common Collective Trusts | — | — | $7.3M | 7.4% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $7.3M | 7.4% | |
| Fidelity Balanced Fund Mutual Fund | Mutual Funds | — | — | $5.7M | 5.9% | |
| American Beacon LGCAP Value Inv Mutual Fund | Other securities | — | — | $4.7M | 4.8% | |
| T Rowe Price Mid Cap Growth AD Mutual Fund | Mutual Funds | — | — | $4.3M | 4.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $4.3M | 4.4% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $4.2M | 4.3% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $4.2M | 4.2% | |
| Vanguard Small Cap Index ADMRL Mutual Fund | Mutual Funds | — | — | $4.0M | 4.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $3.8M | 3.9% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $3.1M | 3.2% | |
| MFS Midcap Value CL R4 Mutual Fund | Mutual Funds | — | — | $2.9M | 3.0% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 2.7% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $2.4M | 2.5% | |
| Europacific Growth R4 Mutual Fund | Other securities | — | — | $2.3M | 2.4% | |
| Vanguard Total Intl Stk IDX ADM Mutual Fund | Common Collective Trusts | — | — | $2.3M | 2.3% | |
| Vanguard Total Bond Mkt Idx ADM Mutual Fund | Common Collective Trusts | — | — | $2.2M | 2.2% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.5M | 1.5% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $1.5M | 1.5% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| Driehaus Emerg Mkt Grth Inst Mutual Fund | Other securities | — | — | $967K | 1.0% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $829K | 0.8% | |
| Personal Choice Retirement Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $675K | 0.7% | |
| DFA Global Real Estate SEC Mutual Fund | Mutual Funds | — | — | $596K | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $498K | 0.5% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $240K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $135K | 0.1% | |
| State of Israel Bonds | Other securities | — | — | $71K | <0.1% | |
| OUTSIDE ASSET - Other Assets | Other securities | — | — | $71K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 57-0381582 |
| — |
| NONE |
| $31K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
