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Original filing (PDF)20251009120156NAL0006946337001
PERFICIENT, INC.
Form 5500
FILING_RECEIVED
THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
2,450
Accounts w/ balance
3,568
Plan assets (EOY)
$391.4M
Net assets (EOY)
$391.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFICIENT, INC..
Plan sponsor
Name
PERFICIENT, INC.
EIN
74-2853258
Address
555 MARYVILLE CENTER DRIVE · SUITE 500 · ST. LOUIS, MO · 63141
Phone
(314) 995-8812
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $321K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | INVESTMEN ADVISOR | $63K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | AUDITOR | $65K | — |
Investments
14 direct securities · 14 pooled funds· $390.9M(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.
Common Collective Trust
$232.5M
14 holdings
Uncategorized
$158.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $11.1M | 2.8% | |
| Fidelity Small Cap Index | — | — | — | $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 | — | — | — | $6.1M | 1.6% | |
| JPMorgan Mid Cap Val R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $3.0M | 0.8% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $2.3M | 0.6% | |
| Blackrock iShares Dev Real Estate Index Instl | — | — | — | $1.9M | 0.5% | |
| Fidelity Emerging Mkts Idx | — | — | — | $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 | — | — | — | $69K | <0.1% |