How big is Perry & Co's plan?

Perry & Co's plan reported $395K in assets and 10 participants for 2025.

Original filing (PDF)20260522115205NAL0004048224001

Perry & Co

Name: Perry & Co — Perry & Co 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: Perry & Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry & Co 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Perry & Co's Perry & Co 401(k) Profit Sharing Plan & Trust held $395K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

Plan identifiers

Perry & Co's EIN is 84-0614213.

EIN 84-0614213

Plan number 001

Plan year 2025

ACK ID 20260522115205NAL0004048224001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perry & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perry & Co's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 PERRY & CO.

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PERRY & CO

EIN

all filings

Address

2818 E 6TH AVE · DENVER, CO · 802064342

Phone

(303) 399-7777

Industry

Real Estate

Plan administrator