How big is Perryton Equity Exchange's plan?

Perryton Equity Exchange's plan reported $634K in assets and 115 participants for 2024.

Original filing (PDF)20250630171130NAL0011436353001

Perryton Equity Exchange

Name: Perryton Equity Exchange — UBG 401(k) - Equity, Form 5500 (2024)
Creator: Perryton Equity Exchange
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBG 401(k) - Equity Exchange

401(k) retirement plan · Perryton Equity Exchange's UBG 401(k) - Equity Exchange held $634K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Brent Evans signed Perryton Equity Exchange's 2024 Form 5500 as plan administrator.

Brent Evans — 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

Perryton Equity Exchange's EIN is 75-0491660.

EIN 75-0491660

Plan number 002

Plan year 2024

ACK ID 20250630171130NAL0011436353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perryton Equity Exchange'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 PERRYTON EQUITY EXCHANGE.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score