How big is Pearl Technology, LLC's plan?

Pearl Technology, LLC's plan reported $13.8M in assets and 48 participants for 2024.

Original filing (PDF)20251010104257NAL0007967937001

Pearl Technology, LLC

Name: Pearl Technology, LLC — Pearl Technology, LLC, Form 5500 (2024)
Creator: Pearl Technology, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pearl Technology, LLC Retirement & Savings Plan

401(k) retirement plan · Pearl Technology, LLC's Pearl Technology, LLC Retirement & Savings Plan held $13.8M in plan assets for 48 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

190

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Gary Pearl signed Pearl Technology, LLC's 2024 Form 5500 as plan administrator.

Gary Pearl — 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

Pearl Technology, LLC's EIN is 84-3954605.

EIN 84-3954605

Plan number 001

Plan year 2024

ACK ID 20251010104257NAL0007967937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pearl Technology, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pearl Technology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEARL TECHNOLOGY, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PEARL TECHNOLOGY, LLC

EIN

all filings

Address

1200 EAST GLEN AVE. · PEORIA HEIGHTS, IL · 61616

Phone

(309) 688-9000

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$463	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTONALLEN LARSON	41-0746749	—	CONSULTANT	$16K	—

Investments

29 direct securities· $13.7M(100% of reported assets)

Mutual Funds

$12.4M

24 holdings

Common Collective Trusts

$750K

1 holding

Other securities

$561K

4 holdings

					% of plan
Fidelity Freedom 2035 Class K Fund	Mutual Funds	—	—	$2.2M	15.9%
Fidelity Freedom 2040 Class K Fund	Mutual Funds	—	—	$1.5M	10.8%
Fidelity Freedom 2050 Class K Fund	Mutual Funds	—	—	$1.4M	10.1%
Fidelity Freedom 2045 Class K Fund	Mutual Funds	—	—	$1.2M	8.9%
Fidelity Freedom 2030 Class K Fund	Mutual Funds	—	—	$1.1M	7.8%
Fidelity Contrafund	Mutual Funds	—	—	$910K	6.6%
Fidelity Freedom 2055 Class K Fund	Mutual Funds	—	—	$828K	6.0%
Fidelity 500 Index	Common Collective Trusts	—	—	$750K	5.4%
Fidelity Freedom 2020 Class K Fund	Mutual Funds	—	—	$625K	4.5%
Janus Henderson JH Triton T	Mutual Funds	—	—	$486K	3.5%
T. Rowe Price TRP Blue Chip Growth I	Other securities	—	—	$468K	3.4%
Fidelity Freedom 2025 Class K Fund	Mutual Funds	—	—	$464K	3.4%
Fidelity Freedom Income 805 * Fidelity Freedom 2015 Class K Fund	Mutual Funds	—	—	$311K	2.3%
Fidelity Capital & Income	Mutual Funds	—	—	$245K	1.8%
Fidelity Government Money Market Premium	Mutual Funds	—	—	$244K	1.8%
Janus Henderson JH Enterprise T	Mutual Funds	—	—	$184K	1.3%
Fidelity International Discovery	Mutual Funds	—	—	$154K	1.1%
Fidelity Freedom 2060 Class K Fund	Mutual Funds	—	—	$145K	1.1%
Fidelity Extended Market Index	Mutual Funds	—	—	$135K	1.0%
Putnam Large Cap Value R6	Mutual Funds	—	—	$122K	0.9%
Northern Trust Northern Small Cap Value	Other securities	—	—	$67K	0.5%
Fidelity Total Bond	Mutual Funds	—	—	$67K	0.5%
Fidelity Emerging Markets	Mutual Funds	—	—	$56K	0.4%
Fidelity International Index	Mutual Funds	—	—	$41K	0.3%
Fidelity Balanced	Mutual Funds	—	—	$18K	0.1%
T. Rowe Price TRP Div Growth Adv	Other securities	—	—	$17K	0.1%
Fidelity Government Income	Mutual Funds	—	—	$16K	0.1%
Cohen & Steers Cohen & Steers Rlty	Other securities	—	—	$9K	<0.1%
Fidelity Freedom 2065 Class K Fund	Mutual Funds	—	—	$9K	<0.1%