How big is Perellion's plan?

Perellion's plan reported $1.6M in assets and 47 participants for 2024.

Original filing (PDF)20250722111403NAL0003007248002

Perellion

Name: Perellion — Perellion Retirement Trust, Form 5500 (2024)
Creator: Perellion
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perellion Retirement Trust

401(k) retirement plan · Perellion's Perellion Retirement Trust held $1.6M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Plan Sponsor signed Perellion's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Perellion's EIN is 85-3412416.

EIN 85-3412416

Plan number 001

Plan year 2024

ACK ID 20250722111403NAL0003007248002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perellion's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 PERELLION.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score