Perpetual Capital Management Services 401(k) match, vesting and fees
What Perpetual Capital Management Services' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Aprio, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 235 defined-contribution plans in information with 1,000 to 4,999 participants.
| Perpetual Capital Management Services: employer contribution per participant | $35 | |
| Peer median | $2,212 |
| Perpetual Capital Management Services: average balance | $18,230 | |
| Peer median | $99,173 |
| Perpetual Capital Management Services: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $76.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,483 | $76.7M | $147K | $35 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Perpetual Capital Management Services match 401(k) contributions?
The match terms for the Perpetual Capital 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $147K in employer contributions, about $35 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Perpetual Capital Management Services 401(k) match vested?
The vesting schedule for the Perpetual Capital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Perpetual Capital Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Perpetual Capital Management Services LLC.
I left Perpetual Capital Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Perpetual Capital Management Services LLC, (703) 647-8700) or the recordkeeper, The Vanguard Group, Inc.. The Perpetual Capital Management Services old 401(k) page lists the contacts from every plan filing. Find an old Perpetual Capital Management Services 401(k)
Data from the public Form 5500 annual reports Perpetual Capital Management Services filed with the U.S. Department of Labor (plan years 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 Perpetual Capital Management Services. Not financial advice. Report a correction · Methodology