Original filing (PDF)20250909141343NAL0043582290001

JOHN L. PETERSON PLUMBING AND HEATING, INC.

Name: JOHN L. PETERSON PLUMBING AND HEATING, INC. — PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: JOHN L. PETERSON PLUMBING AND HEATING, INC.

Form 5500-SF

FILING_RECEIVED

PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN L. PETERSON PLUMBING AND HEATING, INC..

Plan sponsor

Name

JOHN L. PETERSON PLUMBING AND HEATING, INC.

EIN

16-1345760

Address

7209 HEINRICH ROAD · HAMBURG, NY · 14075

Phone

(716) 648-3660

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator