Gretchen HOLM signed Peregrine Permanent Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peregrine Permanent Management, LLC's EIN is 84-2542075.
Download the official 2024 Form 5500 (PDF) for Peregrine Permanent Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peregrine Permanent Management, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS LLC | — | IRVINE, CA | RETAINED BY CLIENT | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD RET R1 WILMINGTON TRUST, N.A. · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $3.5M | 22.5% | |
| FLEXPATH IDX+ MOD 2035 R1 WILMINGTON TRUST, N.A. · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.9M | 18.9% | |
| FLEXPATH IDX+ MOD 2045 R1 WILMINGTON TRUST, N.A. · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2.9M | 18.7% | |
| FLEXPATH IDX+ MOD 2055 R1 WILMINGTON TRUST, N.A. · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.9M | 12.5% | |
| S&P 500 Index Fund | Common Collective Trusts | — | — | $922K | 6.0% | |
| Participant Loans Maturing through 2029 and interest ranging from 3.25% to 10.50% | Bonds / Notes | — | — | $622K | 4.0% | |
| FLEXPATH IDX MODERATE 2065 R1 WILMINGTON TRUST, N.A. · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $621K | 4.0% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $447K | 2.9% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $308K | 2.0% | |
| STABLE VALUE FUND CLASS R1 WILMINGTON TRUST, N.A. · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $293K | 1.9% | |
| Money Market Fund JP Morgan US Govt MMkt Cap | Cash / Money Market | — | — | $182K | 1.2% | |
| WILMINGTON LG CAP VALUE FD R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $175K | 1.1% | |
| Small Cap Stock Index Fund | Common Collective Trusts | — | — | $118K | 0.8% | |
| American Funds International Vantage Fund | Mutual Funds | — | — | $100K | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $95K | 0.6% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $93K | 0.6% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $90K | 0.6% | |
| FLEXPATH IDX+ AGGR 2035 R1 WILMINGTON TRUST, N.A. · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $54K | 0.3% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $41K | 0.3% | |
| MFS: Global Real Estate Fund | Mutual Funds | — | — | $22K | 0.1% | |
| US Bond Index Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity: International Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| SMALL CAP VALUE FUND III R1 WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH IDX+ AGGR 2055 R1 WILMINGTON TRUST, N.A. · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH IDX+ CONS RET R1 WILMINGTON TRUST, N.A. · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ AGGR RET R1 WILMINGTON TRUST, N.A. · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ CONS 2055 R1 WILMINGTON TRUST, N.A. · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ AGGR 2045 R1 WILMINGTON TRUST, N.A. · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $2K | <0.1% | |
| New Discovery Fund | Other securities | — | — | $1K | <0.1% | |
| FLEXPATH IDX AGGRESSIVE 2065 R WILMINGTON TRUST, N.A. · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX+ CONS 2035 R1 WILMINGTON TRUST, N.A. · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX CONSERV 2065 R1 WILMINGTON TRUST, N.A. · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX+ CONS 2045 R1 WILMINGTON TRUST, N.A. · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX+ CONS 2025 R1 WILMINGTON TRUST, N.A. · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 WILMINGTON TRUST, N.A. · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGGR 2025 R1 WILMINGTON TRUST, N.A. · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SVCS | — | LOS ANGELES, CA | RETAINED BY CLIENT | $0 | — |
