Cindy Herod signed Perficient, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perficient, Inc.'s EIN is 74-2853258.
Download the official 2024 Form 5500 (PDF) for Perficient, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perficient, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $321K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | INVESTMEN ADVISOR | $63K | — |
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 | Common Collective Trusts | — | — | $68.6M | 17.5% | |
| SCHWAB INDEXED RETRMNT TRUST 2040 SCHWAB · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $39.0M | 10.0% | |
| SCHWAB INDEXED RETRMNT TRUST 2045 SCHWAB · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $38.8M | 9.9% | |
| SCHWAB INDEXED RETRMNT TRUST 2035 SCHWAB · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $34.2M | 8.7% | |
| SCHWAB INDEXED RETRMNT TRUST 2050 SCHWAB · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $30.6M | 7.8% | |
| SCHWAB INDEXED RETRMNT TRUST 2030 SCHWAB · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $26.8M | 6.8% | |
| American Funds American Fds Gr Fd of America R6 | Mutual Funds | — | — | $23.4M | 6.0% | |
| SCHWAB INDEXED RETRMNT TRUST 2055 SCHWAB · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $19.9M | 5.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $16.5M | 4.2% | |
| SCHWAB INDEXED RETRMNT TRUST 2060 SCHWAB · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $11.6M | 3.0% | |
| Dodge & Cox Dodge & Cox Stock X | Mutual Funds | — | — | $11.1M | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $10.4M | 2.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.6% | |
| SCHWAB INDEXED RETRMNT TRUST 2025 SCHWAB · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $8.0M | 2.0% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $6.1M | 1.6% | |
| JPMorgan Mid Cap Val R6 | Other securities | — | — | $5.6M | 1.4% | |
| IR&M CORE BD IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.2% | |
| Fidelity Intl Index | Mutual Funds | — | — | $4.5M | 1.2% | |
| SCHWAB INDEXED RETRMNT TRUST 2020 SCHWAB · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $4.4M | 1.1% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $3.5M | 0.9% | |
| SCHWAB INDEXED RETRMNT TRUST 2065 SCHWAB · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $3.0M | 0.8% | |
| American Beacon American Beacon Small Cap Val R5 | Other securities | — | — | $3.0M | 0.8% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $2.3M | 0.6% | |
| Blackrock iShares Dev Real Estate Index Instl | Other securities | — | — | $1.9M | 0.5% | |
| Fidelity Emerging Mkts Idx | Common Collective Trusts | — | — | $1.5M | 0.4% | |
| SCHWAB INDEXED RETRMNT TRUST 2015 SCHWAB · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $598K | 0.2% | |
| SCHWAB INDEXED RETRMNT TRUST 2010 SCHWAB · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $499K | 0.1% | |
| 500 Index Mutual fund | Common Collective Trusts | — | — | $69K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | AUDITOR | $65K | — |
