How big is Peterson Management Services LLC's plan?

Peterson Management Services LLC's plan reported $19.7M in assets and 57 participants for 2024.

Original filing (PDF)20250916082429NAL0001067699001

Peterson Management Services LLC

Name: Peterson Management Services LLC — Peterson Manageme, Form 5500 (2024)
Creator: Peterson Management Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Management Services LLC 401(k) Plan

401(k) retirement plan · Peterson Management Services LLC's Peterson Management Services LLC 401(k) Plan held $19.7M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.7M

Net assets (EOY)

$19.7M

People on this filing

Anthony Farmand signed Peterson Management Services LLC's 2024 Form 5500 as plan administrator.

Anthony Farmand — 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

Peterson Management Services LLC's EIN is 26-0784000.

EIN 26-0784000

Plan number 001

Plan year 2024

ACK ID 20250916082429NAL0001067699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Management Services LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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