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Original filing (PDF)20260211095913NAL0003954832001
PERKO, INC.
Form 5500
FILING_RECEIVED
PERKO, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
217
Accounts w/ balance
220
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERKO, INC..
Plan sponsor
Name
PERKO, INC.
EIN
59-0932376
Address
16490 NW 13 AVENUE · MIAMI, FL · 33169
Phone
(305) 621-7525
Industry
Manufacturingsee 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
2026-02-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $12K | — |
Investments
20 direct securities · 1 pooled fund· $8.3M(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
$6.2M
19 holdings
Mutual Funds
$1.6M
1 holding
Common Collective Trust
$545K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $1.6M | 20.2% | |
| T. Rowe T Rowe Price Retirement 2030 Fund I | — | — | — | $1.5M | 19.3% | |
| T. Rowe T Rowe Price Mid Cap Value I | — | — | — | $861K | 11.0% | |
| BNY Mellon Smallcap Stock Index I | — | — | — | $757K | 9.7% | |
| T. Rowe T Rowe Price Retirement 2040 Fund I | — | — | — | $654K | 8.4% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $545K | 7.0% | |
| Common Collective Trusts Federated Hermes Federated Hermes Capitl Preservation R6 | — | — | — | $541K | 6.9% | |
| T. Rowe T Rowe Price Retirement 2020 Fund I | — | — | — | $520K | 6.7% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $268K | 3.4% | |
| T. Rowe T Rowe Price Retirement 2035 Fund I | — | — | — | $219K | 2.8% | |
| MFS Investment Mgt Mfs Intl Diversification R6 | — | — | — | $213K | 2.7% | |
| Fidelity Mid Cap Index | — | — | — | $174K | 2.2% | |
| Alliance Bernstein AB Large Cap Growth Z | — | — | — | $172K | 2.2% | |
| T. Rowe T Rowe Price Retirement 2025 Fund I | — | — | — | $130K | 1.7% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $77K | 1.0% | |
| T. Rowe T Rowe Price Retirement 2050 Fund I | — | — | — | $56K | 0.7% | |
| T. Rowe T Rowe Price Retirement 2045 Fund I | — | — | — | $21K | 0.3% | |
| T. Rowe T Rowe Price Retirement 2010 Fund I | — | — | — | $20K | 0.3% | |
| T. Rowe T Rowe Price Retirement 2060 Fund I | — | — | — | $15K | 0.2% | |
| T. Rowe T Rowe Price Retirement 2055 Fund I | — | — | — | $7K | <0.1% | |
| T. Rowe T Rowe Price Retirement 2015 Fund I | — | — | — | $6K | <0.1% |
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