Why peppermint?


Because saving for retirement shouldn’t be hard.

 

Creating a 401k for employees takes time, money, and creates risk for the plan sponsor, not to mention how confusing they can be. We think that offering a great retirement program should be easy and affordable. We created peppermint so that every employee can have an option to save for their future.

Keep it simple and focus on what matters. Don't let yourself be overwhelmed.

Confucius 

It’s our specialty

Peppermint isn’t a big bank or financial company, and we don’t have hundreds of plans or options for you to consider. We do one thing and do it well.

 

Who is peppermint?

Peppermint was created by a group of business owners, entrepreneurs, and benefits experts who have been on both sides of the table as employee and employer. When the US government approved the Pooled Employer Plan statute, we saw an opportunity to simplify savings plans and expand access to retirement options. Thus, peppermint was born.

Megan Wood

Director of Operations*

Matt Muelebach

General Counsel*

Julie Nentl

Client Success

Liam Maddock

Marketing Strategist*

Melissa O' Brien

I.T. & Security Director*

Rita Grove

Director of Finance*

Gustavo Rivera

Customer Support & Onboarding

Vanessa Marmion

Marketing Researcher

*Executive in residence per 5 Lights Group

Who are our partners?

Peppermint works with some of the most trusted names in retirement planning.
We picked these partners because their values and focus
 match our own.

Record Keeper and 3rd Party Administrator

Investment Advisors

Custodian and Trust Advisor

Our Sister Company

Tell your boss about peppermint

Would you like to have a retirement plan at your company or organization? Not sure how to get started? Just click below to download our summary flyer. You can print or email it to anyone so that they can learn about peppermint. Share it with your boss, colleague, or HR professional so you can start saving today!

What funds do we offer?

Peppermint works with our financial management partner, Grey Fox Wealth, to offer
better performing, lower cost, higher quality funds that exceed expectations.

peppermint logo

Name

Ticker

Total Ret
1 Yr

Total Ret
Annlzd 3 Yr

Total Ret
Annlzd 5 Yr

Total Ret
Annlzd 10 Yr

Vanguard Growth Index Admiral

VIGAX

35.98

8.83

17.58

14.57

Vanguard Value Index Adm

VVIAX

7.30

11.26

10.44

10.23

Vanguard Mid Cap Index Admiral

VIMAX

5.83

5.15

10.13

9.50

AB Small Cap Growth I

QUAIX

3.93

-9.50

7.49

8.43

Vanguard Small Cap Value Index Admiral

VSIAX

3.74

8.78

8.96

8.53

Vanguard Developed Markets Index Admiral

VTMGX

6.97

3.53

6.57

4.90

BlackRock Emerging Mkts Instl

MADCX

-4.03

-8.56

2.50

4.01

Vanguard Real Estate Index Admiral

VGSLX

-3.75

3.26

3.91

6.38

Vanguard High-Yield Corporate Adm

VWEAX

7.82

1.73

4.16

4.34

Vanguard Total Bond Market Index Adm

VBTLX

2.19

-3.18

0.86

1.61

Vanguard Total Intl Bd Idx Admiral™

VTABX

5.71

-2.52

0.56

2.20

Schwab Treasury Infl Protected Secs Idx

SWRSX

2.18

-1.11

2.83

2.13

Vanguard Short-Term Corp Bd Idx Admiral

VSCSX

4.90

0.02

2.13

2.02

ß©2022 Morningstar.All Rights Reserved. All Data and information is gathered from accurate sources but is not warranted to be correct, complete, or accurate.

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