How big is Periowest's plan?

Periowest's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250606094624NAL0034243682001

Periowest

Name: Periowest — Periowest Retirement Trust, Form 5500 (2024)
Creator: Periowest
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Periowest Retirement Trust

401(k) retirement plan · Periowest's Periowest Retirement Trust held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Andres Sanchez signed Periowest's 2024 Form 5500 as plan administrator.

Andres Sanchez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Periowest's EIN is 56-2677373.

EIN 56-2677373

Plan number 001

Plan year 2024

ACK ID 20250606094624NAL0034243682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Periowest from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Periowest'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 PERIOWEST.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PERIOWEST

EIN

all filings

Address

7810 TERREY PINE CT · EDEN PRAIRIE, MN · 55347

Phone

(952) 567-7457

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator