Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEREGRINE ASSET ADVISERS
EIN 93-1308431investment managementLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
9755 SW BARNES RD., SUITE 610 - PORTLAND, OR 97225503-459-4651peregrineaa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 4 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
PEREGRINE ASSET ADVISERS 401(K) PLAN
401k
Assets$915K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEREGRINE ASSET ADVISERS CASH BALANCE PLAN
CashBalance
Assets$362K
Participants2
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 | PEREGRINE ASSET ADVISERS 401(K) PLAN | 401k | $915K | 2 | 2025 | |
| 002 | PEREGRINE ASSET ADVISERS CASH BALANCE PLAN | CashBalance | $362K | 2 | 2025 |
Retirement plans