JENI Bedran signed Perko, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perko, Inc.'s EIN is 59-0932376.
Download the official 2024 Form 5500 (PDF) for Perko, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perko, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $12K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $1.6M | 20.2% | |
| T. Rowe T Rowe Price Retirement 2030 Fund I | Mutual Funds | — | — | $1.5M | 19.3% | |
| T. Rowe T Rowe Price Mid Cap Value I | Mutual Funds | — | — | $861K | 11.0% | |
| BNY Mellon Smallcap Stock Index I | Other securities | — | — | $757K | 9.7% | |
| T. Rowe T Rowe Price Retirement 2040 Fund I | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $541K | 6.9% | |
| T. Rowe T Rowe Price Retirement 2020 Fund I | Mutual Funds | — | — | $520K | 6.7% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $268K | 3.4% | |
| T. Rowe T Rowe Price Retirement 2035 Fund I | Mutual Funds | — | — | $219K | 2.8% | |
| MFS Investment Mgt Mfs Intl Diversification R6 | Mutual Funds | — | — | $213K | 2.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $174K | 2.2% | |
| Alliance Bernstein AB Large Cap Growth Z | Other securities | — | — | $172K | 2.2% | |
| T. Rowe T Rowe Price Retirement 2025 Fund I | Mutual Funds | — | — | $130K | 1.7% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $77K | 1.0% | |
| T. Rowe T Rowe Price Retirement 2050 Fund I | Mutual Funds | — | — | $56K | 0.7% | |
| T. Rowe T Rowe Price Retirement 2045 Fund I | Mutual Funds | — | — | $21K | 0.3% | |
| T. Rowe T Rowe Price Retirement 2010 Fund I | Mutual Funds | — | — | $20K | 0.3% | |
| T. Rowe T Rowe Price Retirement 2060 Fund I | Mutual Funds | — | — | $15K | 0.2% | |
| T. Rowe T Rowe Price Retirement 2055 Fund I | Mutual Funds | — | — | $7K | <0.1% | |
| T. Rowe T Rowe Price Retirement 2015 Fund I | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
