Peregrine Investment Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,152

Total plan assets

$568.2M

Filings (rows)

Direct comp

$37K

Indirect comp

SERVICES PROVIDED

Investment manager3

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CUSA Acquisition LLC OCE Employees' Cash Accumulation Plan · all filings	MELVILLE, NY	Investment manager	551	$160.0M	$9K	$0
CUSA Acquisition LLC OCE Employees' Cash Accumulation Plan · all filings	MELVILLE, NY	Investment manager	477	$156.9M	$13K	$0
CUSA Acquisition LLC OCE Employees' Cash Accumulation Plan · all filings	MELVILLE, NY	Investment manager	600	$155.0M	$11K	$0
University Community Health System University Community Health System Consolidated Pension Plan · all filings	ALTAMONTE SPRINGS, FL	Advisor / Consultant	524	$96.4M	$5K	$0