How big is Perennial Wealth Solutions Inc.'s plan?

Perennial Wealth Solutions Inc.'s plan reported $125K in assets and 2 participants for 2024.

Original filing (PDF)20250728122659NAL0000767331001

Perennial Wealth Solutions Inc.

Name: Perennial Wealth Solutions Inc. — Perennial Wealth, Form 5500 (2024)
Creator: Perennial Wealth Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perennial Wealth Solutions Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Perennial Wealth Solutions Inc.'s Perennial Wealth Solutions Inc. 401(k) Profit Sharing Plan & Trust held $125K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Jared Peyster signed Perennial Wealth Solutions Inc.'s 2024 Form 5500 as plan administrator.

Jared Peyster — 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

Perennial Wealth Solutions Inc.'s EIN is 88-4327861.

EIN 88-4327861

Plan number 001

Plan year 2024

ACK ID 20250728122659NAL0000767331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perennial Wealth Solutions Inc.'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 PERENNIAL WEALTH SOLUTIONS INC.

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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