What public Form 5500 filings show about the Peterson Associates 401(k) plan — and how to find and check your own account.
Peterson Associates (EIN 86-0435830) reports PETERSON ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $319K in plan assets across 22 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Peterson Associates filing — schedules, fees, and providers.
Peterson Associates’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Peterson AssociatesHR for the recordkeeper’s name and login.
