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Original filing (PDF)20231016223539NAL0052674352001
PER NW, INC.
Form 5500
FILING_RECEIVED
THE PEOPLE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
36
Accounts w/ balance
157
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PER NW, INC..
Plan sponsor
Name
PER NW, INC.
DBA
THE PEOPLE GROUP
EIN
93-0966921
Address
7150 SW HAMPTON STREET STE 110 · PORTLAND, OR · 972238365
Phone
(503) 639-4242
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
VISSE & COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $38K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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