Kirk Peterson signed Peterson Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peterson Enterprises, Inc.'s EIN is 20-8670746.
Download the official 2024 Form 5500 (PDF) for Peterson Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peterson Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Mid Cap Index Adm Mutual funds | Mutual Funds | — | — | $814K | 9.4% | |
| Vanguard Ttl Stk Mrkt Index Ad Mutual funds | Mutual Funds | — | — | $705K | 8.1% | |
| American Funds Target 2060 Fund R6 Mutual funds ** 230 American Funds Target 2065 Fund R6 Mutual funds | Mutual Funds | — | — | $665K | 7.6% | |
| Nuveen Lrg Cap Grwth Idx R6 Mutual funds | Common Collective Trusts | — | — | $642K | 7.4% | |
| Vanguard Total Int Idx Adm Mutual funds | Common Collective Trusts | — | — | $635K | 7.3% | |
| Cohen & Steers Real Est Sec R Mutual funds ** 351 Fidelity 500 Index Fd Mutual funds | Common Collective Trusts | — | — | $621K | 7.1% | |
| Vanguard Small Growth Adml Mutual funds | Mutual Funds | — | — | $491K | 5.6% | |
| GREAT GRAY CIT III GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $419K | 4.8% | |
| Vanguard Ttl Bd Mkt Ind Adm Mutual funds | Mutual Funds | — | — | $403K | 4.6% | |
| Vanguard Value Index Fd Adm Mutual funds | Mutual Funds | — | — | $400K | 4.6% | |
| Fidelity Sm Cap Index Fund Mutual funds ** 392 Franklin SmMid Cap Grwth Adv Mutual funds ** 632 Nuveen Equity Index R6 Mutual funds | Common Collective Trusts | — | — | $373K | 4.3% | |
| Vanguard Intl Growth Fund Adm Mutual funds | Mutual Funds | — | — | $280K | 3.2% | |
| Vanguard Mid-Cap Val Index Adm Mutual funds | Mutual Funds | — | — | $250K | 2.9% | |
| American Funds Target 2030 Fund R6 Mutual funds | Mutual Funds | — | — | $225K | 2.6% | |
| DFA Intl Lg Cap Gr Prt Inst Mutual funds | Mutual Funds | — | — | $203K | 2.3% | |
| John Hancock Stable Value Guaranteed Income Fund Guaranteed interest fund - Insurance company general account 1% | Stable Value | — | — | $188K | 2.2% | |
| American Funds Target 2040 Fund R6 Mutual funds | Mutual Funds | — | — | $182K | 2.1% | |
| Participant notes receivable Notes from 1 - 5 years with interest rates of 4.25% - 9.50% - | Bonds / Notes | — | — | $163K | 1.9% | |
| DFA Inter Gov Fix Inc Inst Mutual funds | Mutual Funds | — | — | $132K | 1.5% | |
| American Funds Target 2020 Fund R6 Mutual funds | Mutual Funds | — | — | $130K | 1.5% | |
| American Funds Target 2055 Fund R6 Mutual funds | Mutual Funds | — | — | $129K | 1.5% | |
| John Hancock Disciplined Val R Mutual funds ** 194 Vanguard Balanced Index Ad Mutual funds | Mutual Funds | — | — | $128K | 1.5% | |
| Vanguard Inter Term Bd Idx Adm Mutual funds | Common Collective Trusts | — | — | $103K | 1.2% | |
| John Hancock Disc Val MC R6 Mutual funds | Other securities | — | — | $95K | 1.1% | |
| DFA Emerging Markets (I) Mutual funds | Mutual Funds | — | — | $84K | 1.0% | |
| DFA Inflation - Protect Series I Mutual funds | Mutual Funds | — | — | $64K | 0.7% | |
| American Funds Target 2045 Fund R6 Mutual funds | Mutual Funds | — | — | $52K | 0.6% | |
| Vanguard Growth Index Fd Adm Mutual funds | Mutual Funds | — | — | $18K | 0.2% | |
| American Funds Target 2025 Fund R6 Mutual funds | Mutual Funds | — | — | $15K | 0.2% | |
| JP Morgan US Govt MMkt Cap Mutual funds | Other securities | — | — | $12K | 0.1% | |
| American Funds Target 2035 Fund R6 Mutual funds | Mutual Funds | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
