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Sponsor portfolio

PERIO, INC.

EIN 05-0350072-higher education-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
51
67 JEFFERSON BLVD - WARWICK, RI 028881053401-781-2742LinkedIn11-50 employeeshigher education
Plans on this EIN
2 filings
#001401k-$3.0M - 30 part#002TraditionalDB-$716K - 21 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • INC. RETIREMENT PLAN (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)30
  • CASH BALANCE PLAN (#002)21
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PERIO INC. RETIREMENT PLAN

401k

Assets$3.0M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PERIO, INC. CASH BALANCE PLAN

TraditionalDB

Assets$716K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PERIO INC. RETIREMENT PLAN401k$3.0M302025
002PERIO, INC. CASH BALANCE PLANTraditionalDB$716K212025
Retirement plans
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