· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETERSON FINANCIAL GROUP — PETERSON FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522100830NAL0002554529001
PETERSON FINANCIAL GROUP
Form 5500-SF
FILING_RECEIVED
PETERSON FINANCIAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETERSON FINANCIAL GROUP
.
Find decision makers
Plan sponsor
Name
PETERSON FINANCIAL GROUP
EIN
26-3511975
Address
220 SW 9TH, SUITE 230 · DES MOINES, IA · 50309
Phone
(515) 226-1500
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CHATHAM INSURANCE PARTNERS, LLC
CHATHAM INSURANCE PARTNERS RETIREMENT PLAN
$1.9M
KPS INSURANCE SERVICES, INC.
KPS INSURANCE SERVICES, INC. 401(K) PS PLAN
$1.9M · 3 participants
PROPER INSURANCE
PROPER INSURANCE 401(K) PLAN
$1.9M · 96 participants
DECESARE AGENCY, INC.
DECESARE AGENCY, INC. PROFIT SHARING PLAN
$1.9M · 4 participants
DAVID J. ROSS
DAVID J. ROSS 401(K) PLAN
$1.9M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BOB NOEL AGENCY
BOB NOEL AGENCY 401(K) PLAN
$1.9M · 6 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
