Retirement plan

PEREGRINE TECHNOLOGY SOLUTIONS 401K PLAN

Name: PEREGRINE TECHNOLOGY SOLUTIONS - PEREGRINE TECHNOLOGY SOLUTIONS 401K PLAN (2025) Form 5500
Creator: PEREGRINE TECHNOLOGY SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEREGRINE TECHNOLOGY SOLUTIONS 401K PLAN, PEREGRINE TECHNOLOGY SOLUTIONS

PEREGRINE TECHNOLOGY SOLUTIONSEIN 83-2408218Plan #001PY 2025

5927 CEDAR FERN CT - COLUMBIA, MD 21044301-542-3893

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$517K

+53.5% from 2024

Total participants

-42.1% from 2024

Average account balance

$64,651

+91.9% from 2024

Annual return

13.06%

+0.92 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$517K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$65K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$291

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$233 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.451%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,651

$154,228-58.1%

$145,433-55.5%

$137,256-52.9%

Participation rate

70.0%

83.8%-13.8pp

82.1%-12.1pp

80.0%-10.0pp

Annual return

13.06%

74.59%-61.5pp

66.58%-53.5pp

220.34%-207.3pp

Employer contribution / active EE

$4,023

$4,804-16.3%

$4,554-11.7%

$4,156-3.2%

Participant deferral / active EE

$9,610

$8,216+17.0%

$7,897+21.7%

$6,407+50.0%

Admin fee / account holder

$291

$14,344-98.0%

$13,129-97.8%

$12,270-97.6%

PEREGRINE TECHNOLOGY SOLUTIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEREGRINE TECHNOLOGY SOLUTIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion