Original filing (PDF)20250805103127NAL0002331888001

PERRIE & ASSOCIATES LLC

Name: PERRIE & ASSOCIATES LLC — PERRIE & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: PERRIE & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

PERRIE & ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

Plan health score

Top-tier plan health

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PERRIE & ASSOCIATES LLC

EIN

20-4877523all filings

Address

100 GALLERIA PKWY STE 1170 · ATLANTA, GA · 303395954

Phone

(770) 579-2700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF BOSQUEZ AND SIE

LAW OFFICES OF BOSQUEZ AND SIE 401(K) PROFIT SHARING PLAN & TRUST

$322K · 6 participants

CRUMP WILSON ARCHITECTS, LLC

CRUMP WILSON ARCHITECTS, LLC PROFIT SHARING PLAN

$322K · 12 participants

PINNACLE LEGAL P.C.

PINNACLE COMPANIES CASH BALANCE PLAN

$322K · 5 participants

CONNORS MORGAN, PLLC

CONNORS MORGAN, PLLC 401(K) PROFIT SHARING PLAN

$322K · 4 participants

NUSSBAUM APC

NUSSBAUM APC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.