What public Form 5500 filings show about the Peterson Holding Company 401(k) plan — and how to find and check your own account.
Peterson Holding Company (EIN 94-2420293) reports PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN on its most recent Form 5500, with $295.6M in plan assets across 1,599 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 Holding Company filing — schedules, fees, and providers.
Peterson Holding Company’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 Holding CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, CAP FINANCIAL PARTNERS, MATRIX TRUST, ARMANINO LLP.
