Original filing (PDF)20240213150913NAL0011733409001

Peterson Management Company

Name: Peterson Management Company — Peterson Management, Form 5500 (2023)
Creator: Peterson Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Management Company 401(k) Plan

401(k) retirement plan · Peterson Management Company's Peterson Management Company 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Peterson Management Company's EIN is 20-1428681.

EIN 20-1428681

Plan number 001

Plan year 2023

ACK ID 20240213150913NAL0011733409001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Peterson Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Peterson Management Company's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score