How big is Pheterson Spatorico, LLP's plan?

Pheterson Spatorico, LLP's plan reported $3.0M in assets and 19 participants for 2024.

Original filing (PDF)20251010124223NAL0008172065001

Pheterson Spatorico, LLP

Name: Pheterson Spatorico, LLP — Pheterson Spatorico LLP, Form 5500 (2024)
Creator: Pheterson Spatorico, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pheterson Spatorico LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Pheterson Spatorico, LLP's Pheterson Spatorico LLP 401(k) Profit Sharing Plan held $3.0M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Pheterson Spatorico, LLP's EIN is 16-1586993.

EIN 16-1586993

Plan number 001

Plan year 2024

ACK ID 20251010124223NAL0008172065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pheterson Spatorico, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pheterson Spatorico, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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