Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
PERKINS CAPITAL MANAGEMENT, INC.
EIN 41-1501962financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
20
730 EAST LAKE STREET - WAYZATA, MN 55391952-473-8367perkinscapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$5.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PERKINS CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$446K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERKINS CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $5.7M | 10 | 2025 | |
| 002 | PERKINS CAPITAL MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $446K | 10 | 2025 |
Retirement plans