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Original filing (PDF)20231005153749NAL0028849680001

PERFUSION.COM, INC.

Form 5500
FILING_RECEIVED
PERFUSION.COM 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFUSION.COM, INC..
Plan sponsor
Name
PERFUSION.COM, INC.
EIN
54-2132666
Address
8625 OAKMONT DRIVE · LINCOLN, NE · 68526
Phone
(888) 499-5672
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLANKENSHIP CPA GROUP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
SILVERSTONE ASSET MANAGEMENT INC20-1113894INVESTMENT ADVISORY$0
TPA / Administrator
2
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE CO42-0127290CONTRACT ADMINISTRATOR$46K
ASCENSUS82-3719843CONTRACT ADMINISTRATOR$2K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.