Per Mar Security & Research 401(k) match, vesting and fees
What Per Mar Security & Research's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Anderson Lower Whitlow PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 229 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Per Mar Security & Research: employer contribution per participant | $2,767 | |
| Peer median | $1,441 |
| Per Mar Security & Research: average balance | $61,523 | |
| Peer median | $38,287 |
| Per Mar Security & Research: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.4M at the end of plan year 2023 to $36.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,776 | $36.8M | $1.7M | $2,767 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 2,439 | $31.4M | $1.1M | $2,056 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Per Mar Security & Research match 401(k) contributions?
The match terms for the Per Mar Security and Research Corp. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $2,767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Per Mar Security & Research 401(k) match vested?
The vesting schedule for the Per Mar Security and Research Corp. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Per Mar Security & Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Per Mar Security & Research Corporation.
I left Per Mar Security & Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Per Mar Security & Research Corporation, (563) 359-3200) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Per Mar Security & Research old 401(k) page lists the contacts from every plan filing. Find an old Per Mar Security & Research 401(k)
Data from the public Form 5500 annual reports Per Mar Security & Research filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Per Mar Security & Research. Not financial advice. Report a correction · Methodology