How big is The Peterson Team's plan?

The Peterson Team's plan reported $87K in assets and 3 participants for 2024.

Original filing (PDF)20250716123226NAL0004864880001

The Peterson Team

Name: The Peterson Team — The Peterson Team Retirement, Form 5500 (2024)
Creator: The Peterson Team
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Peterson Team Retirement Savings Plan

401(k) retirement plan · The Peterson Team's The Peterson Team Retirement Savings Plan held $87K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Dan Peterson signed The Peterson Team's 2024 Form 5500 as plan administrator.

Dan Peterson — 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

The Peterson Team's EIN is 20-8084669.

EIN 20-8084669

Plan number 001

Plan year 2024

ACK ID 20250716123226NAL0004864880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Peterson Team's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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