How big is Perlmutter Investment Company, LLC's plan?

Perlmutter Investment Company, LLC's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250813015426NAL0008694449001

Perlmutter Investment Company, LLC

Name: Perlmutter Investment Company, LLC — Perlmutter, Form 5500 (2024)
Creator: Perlmutter Investment Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perlmutter Investment Company, LLC Profit Sharing Plan

401(k) retirement plan · Perlmutter Investment Company, LLC's Perlmutter Investment Company, LLC Profit Sharing Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Perlmutter Investment Company, LLC's EIN is 36-4262061.

EIN 36-4262061

Plan number 001

Plan year 2024

ACK ID 20250813015426NAL0008694449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perlmutter Investment Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perlmutter Investment Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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