Perennial 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

1,072

Total plan assets

$12.2M

Filings (rows)

Direct comp

$53K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Andretti Group Andretti Petroleum Group Retirement Savings Plan · all filings	GRANTS PASS, OR	Investment manager	1,006	$11.2M	$24K	$0
World PACK USA World PACK USA 401(k) Profit Sharing Plan · all filings	LAS VEGAS, NV	Investment manager	64	$1.0M	$6K	$0
Andretti Group Andretti Petroleum Group Retirement Savings Plan · all filings	GRANTS PASS, OR	Investment manager	2	$36K	$24K	$0