Department of Labor filing

PERRY ELLIS SHARED SERVICES LLC

PERRY ELLIS SHARED SERVICES LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$680

Reported employer contributions per active participant.

Higher than about 19% of comparable plans
#People in the filing
1,365

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$56 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 84% of comparable plans
Investment performance
Not available

Plan assets changed 10.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions19th percentileTypical peer $1,275 · based on 26 comparable plans
Lower reported administrative expense84th percentileTypical peer $100 · based on 25 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PERRY ELLIS SHARED SERVICES LLC reported $928,664 in employer contributions across the plan and 1,365 active participants. That works out to $680 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 16.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$928,664
Participant contributions
$4,848,617
Other contributions
$1,391,731
Employer share of reported contributions
16.1%
Beginning assets
$89,101,361
Ending assets
$98,010,393
Ending net assets
$98,010,393
Ending liabilities
Not reported
Total income
$19,889,683
Total expenses
$10,980,651
Administrative expenses
$104,076
Participant loans
$1,456,483

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$746
2023
$753
2024
$680
Plan-paid administrative expenses per participant
2022
$48
2023
$60
2024
$56
Active participants
2022
1,134
2023
1,200
2024
1,365
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6801,36598M20250904125533NAL0027403648001
2023$7531,20089.1M20240806140857NAL0001422307001
2022$7461,13475.3M20230808132234NAL0026623489001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
202085469-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 31, 1994
Industry
Manufacturing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
CHARLES SCHWAB & CO AND AFFIL2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250904125533NAL0027403648001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗