Original filing (PDF)20250514102516NAL0027901952001

PETERSON SERVICE CO., INC.

Name: PETERSON SERVICE CO., INC. — PETERSON SERVICE CO., INC. 401K PLAN, Form 5500 (2024)
Creator: PETERSON SERVICE CO., INC.

Form 5500-SF

FILING_RECEIVED

PETERSON SERVICE CO., INC. 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSON SERVICE CO., INC..

Plan sponsor

Name

PETERSON SERVICE CO., INC.

EIN

22-2344620

Address

234 ROUTE 70 · MEDFORD, NJ · 080559522

Phone

(609) 714-3699

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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