· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PERICULUM CAPITAL COMPANY LLC — PERICULUM CAPITAL COMPANY LLC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829101107NAL0019283392001
PERICULUM CAPITAL COMPANY LLC
Form 5500-SF
FILING_RECEIVED
PERICULUM CAPITAL COMPANY LLC 401(K) PROFIT SHARING PLAN & TRU
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PERICULUM CAPITAL COMPANY LLC
.
Find decision makers
Plan sponsor
Name
PERICULUM CAPITAL COMPANY LLC
EIN
35-2036150
Address
4 CARTER GREEN · SUITE 200 · CARMEL, IN · 46032
Phone
(317) 759-6361
Industry
Finance & Insurance
see all
Plan administrator
Name
PERICULUM CAPITAL COMPANY LLC
EIN
35-2036150
City
CARMEL, IN
Phone
(317) 759-6361
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
DI MANAGEMENT, LLC
DALFEN INDUSTRIAL 401(K) PLAN
$3.2M · 63 participants
JOHN GUARINO
JOHN GUARINO 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 4 participants
JUNIPER ADVISORY, LLC
JUNIPER ADVISORY, LLC 401(K) PROFIT SHARING PLAN
$3.2M · 15 participants
FHT ADMINISTRATIVE SERVICES, LLC
FHT ADMINISTRATIVE SERVICES, LLC 401(K) PLAN
$3.2M · 6 participants
RA CAPITAL ADVISORS LLC
RA CAPITAL ADVISORS 401(K) PLAN
$3.2M · 9 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRIDGE ALTERNATIVE INVESTMENT SOLUTIONS, INC.
BRIDGE ALTERNATIVE INVESTMENT SOLUTIONS, INC. 401(K) PLAN
$3.2M · 49 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
