How big is Ernest Peterson's plan?

Ernest Peterson's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250626074545NAL0012149312001

Ernest Peterson

Name: Ernest Peterson — Ernest Peterson, Inc. Profit, Form 5500 (2024)
Creator: Ernest Peterson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ernest Peterson, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Ernest Peterson's Ernest Peterson, Inc. Profit Sharing Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

ALEX Ross signed Ernest Peterson's 2024 Form 5500 as plan administrator.

ALEX Ross — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ernest Peterson's EIN is 06-0643171.

EIN 06-0643171

Plan number 001

Plan year 2024

ACK ID 20250626074545NAL0012149312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ernest Peterson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ernest Peterson's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERNEST PETERSON.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score