Back to filter
Original filing (PDF)20251028094711NAL0006118291002
PERKINS&WILL, INC.
Form 5500
FILING_RECEIVED
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,817
Accounts w/ balance
2,995
Plan assets (EOY)
$414.4M
Net assets (EOY)
$414.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERKINS&WILL, INC..
Plan sponsor
Name
PERKINS&WILL, INC.
EIN
36-2690384
Address
410 N. MICHIGAN AVENUE, SUITE 1600 · CHICAGO, IL · 60611
Phone
(312) 755-4541
Industry
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
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $225K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $51K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $16K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $13K | — |
| PRIVATE OCEAN | 20-5742052 | — | NONE | $9K | — |
| STEELPEAK WEALTH LLC | — | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
31 direct securities · 13 pooled funds· $413.7M(100% of reported assets)
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.
Uncategorized
$406.3M
31 holdings
Common Collective Trust
$7.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company | — | — | — | $57.0M | 13.7% | |
| T ROWE PRICE GROWTH STOCK FUND Registered Investment Company | — | — | — | $35.6M | 8.6% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $26.1M | 6.3% | |
| FIDELITY FREEDOM 2050 INSTL Registered Investment Company | — | — | — | $26.0M | 6.3% | |
| FIDELITY FREEDOM 2045 INSTL Registered Investment Company | — | — | — | $21.8M | 5.3% | |
| DODGE & COX STOCK FUND X Registered Investment Company | — | — | — | $21.5M | 5.2% | |
| FIDELITY FREEDOM 2040 INSTL Registered Investment Company | — | — | — | $20.0M | 4.8% | |
| FIDELITY FREEDOM 2035 INSTL Registered Investment Company | — | — | — | $19.9M | 4.8% | |
| DODGE & COX INCOME X Registered Investment Company | — | — | — | $14.9M | 3.6% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $14.6M | 3.5% | |
| DODGE & COX INTL STOCK X Registered Investment Company | — | — | — | $12.8M | 3.1% | |
| FIDELITY FREEDOM 2055 INSTL Registered Investment Company | — | — | — | $12.8M | 3.1% | |
| VANGUARD FTSE SOCIAL INSTL Registered Investment Company | — | — | — | $12.1M | 2.9% | |
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | — | — | — | $11.4M | 2.8% | |
| FIDELITY FREEDOM 2030 INSTL Registered Investment Company | — | — | — | $11.4M | 2.7% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $11.3M | 2.7% | |
| FIDELITY FREEDOM 2025 INSTL Registered Investment Company | — | — | — | $10.7M | 2.6% | |
| FIDELITY FREEDOM 2060 INSTL Registered Investment Company | — | — | — | $10.6M | 2.6% | |
| VOYA MIDCAP OPPORTUNITIES I Registered Investment Company | — | — | — | $9.5M | 2.3% | |
| JP MORGAN MIDCAP VALUE L Registered Investment Company | — | — | — | $8.2M | 2.0% | |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $7.6M | 1.8% | |
| FIDELITY FREEDOM 2020 INSTL Registered Investment Company | — | — | — | $7.6M | 1.8% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $7.4M | 1.8% | |
| CONESTOGA SMALL CAP Registered Investment Company | — | — | — | $6.7M | 1.6% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $6.1M | 1.5% | |
| SCHWAB RET GVMNT MONEY FUND Money Market / Cash Equivalent | — | — | — | $4.3M | 1.0% | |
| FIDELITY FREEDOM 2015 INSTL Registered Investment Company | — | — | — | $2.4M | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $2.0M | 0.5% | |
| FIDELITY FREEDOM INCOME INSTL Registered Investment Company | — | — | — | $1.1M | 0.3% | |
| FIDELITY FREEDOM 2010 INSTL Registered Investment Company | — | — | — | $193K | <0.1% | |
| FIDELITY FREEDOM 2065 INSTL Registered Investment Company | — | — | — | $57K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $1K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using SCHWAB RETIREMENT PLAN SERVICES,INC
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
THE CHARLES SCHWAB CORPORATION
SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN
$8.9B · 32,145 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
LATHAM & WATKINS LLP
LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN
$3.1B · 4,864 participants
Similar-size Professional & Technical Services plans
WISS, JANNEY, ELSTNER ASSOCIATES, INC.
WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN
$406.0M · 860 participants
GREENMAN-PEDERSEN, INC.
GREENMAN-PEDERSEN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$396.0M · 1,478 participants
DLR HOLDING COMPANY
DLR GROUP 401(K) PLAN AND ESOP
$395.6M · 1,535 participants
GENSLER
GENSLER EMPLOYEE STOCK OWNERSHIP PLAN
$453.8M · 4,096 participants
HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
$361.8M · 1,414 participants
M. ARTHUR GENSLER JR. & ASSOCIATES, INC.
GENSLER PROFIT SHARING PLAN
$354.4M · 4,091 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B