Original filing (PDF)20250702105408NAL0031374690001

THE PETERSAN GROUP INC.

Name: THE PETERSAN GROUP INC. — THE PETERSAN GROUP INC. PROFIT SHARING PLAN II, Form 5500 (2024)
Creator: THE PETERSAN GROUP INC.

Form 5500-SF

FILING_RECEIVED

THE PETERSAN GROUP INC. PROFIT SHARING PLAN II

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PETERSAN GROUP INC..

Plan sponsor

Name

THE PETERSAN GROUP INC.

EIN

13-3796253

Address

1430 BROADWAY, SUITE 200 · NEW YORK, NY · 10018

Phone

(212) 981-4500

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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