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Sponsor portfolio

PERIOCARE, LLC

EIN 74-3104538-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
615 PIIKOI STREET, SUITE 2011 - HONOLULU, HI 96814808-263-1100
Plans on this EIN
2 filings
#001401k-$1.6M - 13 part#002CashBalance-$744K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)12
Total 25Click 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

PERIOCARE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PERIOCARE, LLC CASH BALANCE PLAN

CashBalance

Assets$744K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PERIOCARE, LLC 401(K) PROFIT SHARING PLAN401k$1.6M132024
002PERIOCARE, LLC CASH BALANCE PLANCashBalance$744K122024
Retirement plans
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