· 2022–2024 · DOL EFAST2

PERENNIAL WEALTH SOLUTIONS INC — PERENNIAL WEALTH SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250728122659NAL0000767331001

PERENNIAL WEALTH SOLUTIONS INC

Form 5500-SF

FILING_RECEIVED

PERENNIAL WEALTH SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERENNIAL WEALTH SOLUTIONS INC.

Plan sponsor

Name

PERENNIAL WEALTH SOLUTIONS INC

EIN

88-4327861all filings

Address

646 MAIN ST STE 205 · PORT JEFFERSON, NY · 117772230

Phone

(631) 228-8970

Industry

Finance & Insurancesee all

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

2025-07-28

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)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DVMFO 401(K) PLAN

$125K · 2 participants

TESSER INC - 401(K)

$125K · 2 participants

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP 401(K) PLAN

$125K · 9 participants

ELEVATION CAPITAL PARTNERS LLC

ELEVATION CAPITAL 401(K) PLAN

$125K · 1 participants

BARNETT & COMPANY, INC.

BARNETT & COMPANY, INC. 401(K) PLAN

$125K · 5 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.