Original filing (PDF)20250716091047NAL0006456338001

PETERSON BROS., INC.

Name: PETERSON BROS., INC. — PETERSON BROTHERS, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: PETERSON BROS., INC.

Form 5500-SF

FILING_RECEIVED

PETERSON BROTHERS, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

PETERSON BROS., INC.

EIN

25-1577831

Address

210 WEST KENSINGER DRIVE, SUITE 500 · CRANBERRY TOWNSHIP, PA · 16066

Phone

(724) 940-7554

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-18

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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SUSTAINABLE PETROLEUM GROUP IN

SUSTAINABLE PETROLEUM GROUP IN 401(K) PROFIT SHARING PLAN & TRUST

$6K