How big is Peterson Wealth Advisors, LLC's plan?

Peterson Wealth Advisors, LLC's plan reported $6.0M in assets and 19 participants for 2025.

Original filing (PDF)20260302112551NAL0000695859001

Peterson Wealth Advisors, LLC

Name: Peterson Wealth Advisors, LLC — Peterson Wealth, Form 5500 (2025)
Creator: Peterson Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Wealth Advisors 401(k) & Profit Sharing Plan

401(k) retirement plan · Peterson Wealth Advisors, LLC's Peterson Wealth Advisors 401(k) & Profit Sharing Plan held $6.0M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Peterson Wealth Advisors, LLC's EIN is 26-1710863.

EIN 26-1710863

Plan number 002

Plan year 2025

ACK ID 20260302112551NAL0000695859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peterson Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peterson Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH ADVISORS, 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