Original filing (PDF)20250923160031NAL0002650147001

REP Perimeter Holdings, LLC d/b/a Perimeter Healthcare

Name: REP Perimeter Holdings, LLC d/b/a Perimeter Healthcare — Form 5500 Plan 001 (2024)
Creator: REP Perimeter Holdings, LLC d/b/a Perimeter Healthcare
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Perimeter Healthcare 401(k) Plan

401(k) retirement plan · REP Perimeter Holdings, LLC d/b/a Perimeter Healthcare's Perimeter Healthcare 401(k) Plan held $5.9M in plan assets for 1,126 participants in 2024.

Signals · 2

56% employer stock~129 bps in Sched C fees

Active participants

1,126

Accounts w/ balance

257

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REP PERIMETER HOLDINGS, LLC D/B/A PERIMETER HEALTHCARE.

Plan sponsor

Name

REP PERIMETER HOLDINGS, LLC D/B/A PERIMETER HEALTHCARE

EIN

20-4889788all filings

Address

2520 NORTHWINDS PARKWAY · SUITE 550 · ALPHARETTA, GA · 30009

Phone

(470) 554-7907

Industry

Health Care & Social Assistance

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

2025-09-23

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOCUS PARTNERS WEALTH	90-0751149	ST. LOUIS, MO	ADVISOR FEES	$37K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROFESSIONAL CAPITAL SERVICES	23-3038464	BEAVERTOWN, OR	CONTRACT ADMINISTRATOR	$40K	—

Investments

39 direct securities· $5.9M(100% of reported assets)

Common Stocks

$3.4M

28 holdings

Mutual Funds

$2.3M

10 holdings

Common Collective Trusts

$282K

1 holding

					% of plan
Advisor Trust Inc. Vanguard Total Stock Market ETF	Mutual Funds	—	—	$1.2M	20.3%
Advisor Trust Inc. iShares Core MSCI Total Intl Stk ETF	Common Stocks	—	—	$558K	9.4%
Advisor Trust Inc. iShares Core US Aggregate Bond ETF	Common Stocks	—	—	$495K	8.3%
Advisor Trust Inc. DoubleLine Total Return Bond I	Common Stocks	—	—	$462K	7.8%
Advisor Trust Inc. iShares Core S&P 500 ETF	Common Collective Trusts	—	—	$282K	4.7%
Advisor Trust Inc. Schwab Bank Savings	Mutual Funds	—	—	$219K	3.7%
Advisor Trust Inc. Vanguard Mega Cap ETF	Mutual Funds	—	—	$211K	3.6%
Advisor Trust Inc. Wasatch International Opps Instl ** 136 * Advisor Trust Inc. William Blair Large Cap Growth Class R6	Common Stocks	—	—	$185K	3.1%
Advisor Trust Inc. Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$157K	2.6%
Advisor Trust Inc. Touchstone Small Cap Value Institutional	Common Stocks	—	—	$151K	2.5%
Advisor Trust Inc. iShares Core 1-5 Year USD Bond ETF	Common Stocks	—	—	$135K	2.3%
Advisor Trust Inc. Vanguard Small Cap Index Adm	Mutual Funds	—	—	$134K	2.3%
Advisor Trust Inc. Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$110K	1.9%
Advisor Trust Inc. Driehaus Small Cap Growth Institutional	Common Stocks	—	—	$108K	1.8%
Advisor Trust Inc. Causeway International Small Cap	Common Stocks	—	—	$105K	1.8%
Advisor Trust Inc. iShares Core MSCI Intl Dev Mkts ETF	Common Stocks	—	—	$96K	1.6%
Advisor Trust Inc. JPMorgan High Yield R6	Common Stocks	—	—	$95K	1.6%
Advisor Trust Inc. Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$93K	1.6%
Advisor Trust Inc. Touchstone Mid Cap Institutional	Common Stocks	—	—	$93K	1.6%
Advisor Trust Inc. Brandywine Global High Yield I	Common Stocks	—	—	$93K	1.6%
Advisor Trust Inc. Nuveen Mega Cap ETF	Mutual Funds	—	—	$85K	1.4%
Advisor Trust Inc. RiverPark Strategic Income Institutional	Common Stocks	—	—	$78K	1.3%
Advisor Trust Inc. JPMorgan Strategic Income Opports R5	Common Stocks	—	—	$74K	1.2%
Advisor Trust Inc. Driehaus Event Driven	Common Stocks	—	—	$73K	1.2%
Advisor Trust Inc. DoubleLine Low Dur Emerg Mkts Fxd Inc I	Common Stocks	—	—	$70K	1.2%
Advisor Trust Inc. Palm Valley Capital Fund Investor Class	Common Stocks	—	—	$68K	1.1%
Advisor Trust Inc. Baron Emerging Markets Institutional	Common Stocks	—	—	$63K	1.1%
Advisor Trust Inc. iShares Core US REIT ETF	Common Stocks	—	—	$62K	1.0%
Advisor Trust Inc. iShares Core High Dividend ETF	Common Stocks	—	—	$62K	1.0%
Advisor Trust Inc. T. Rowe Price International Stock I	Common Stocks	—	—	$57K	1.0%
Advisor Trust Inc. Delaware Core Dividend Growth ETF	Common Stocks	—	—	$52K	0.9%
Advisor Trust Inc. MFS Value R6	Mutual Funds	—	—	$49K	0.8%
Advisor Trust Inc. DoubleLine Low Duration Bond I	Common Stocks	—	—	$45K	0.8%
Advisor Trust Inc. American Funds Europacific Growth R6	Mutual Funds	—	—	$42K	0.7%
Advisor Trust Inc. BNY Mellon Natural Resources I	Common Stocks	—	—	$30K	0.5%
Advisor Trust Inc. iShares Core MSCI Emerging Markets ETF	Common Stocks	—	—	$23K	0.4%
Advisor Trust Inc. iShares North American Natural Res ETF	Common Stocks	—	—	$12K	0.2%
Advisor Trust Inc. Virtus Ceredex Mid-Cap Value Equity R6	Common Stocks	—	—	$11K	0.2%
Advisor Trust Inc. Brandywine Global Opp Bond IS	Common Stocks	—	—	$3K	<0.1%