Original filing (PDF)20240521230257NAL0003510097001

PETERS ADVISORS LLC

Name: PETERS ADVISORS LLC — PETERS ADVISORS 401(K), Form 5500 (2023)
Creator: PETERS ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

PETERS ADVISORS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PETERS ADVISORS LLC

EIN

27-0192518

Address

60 WASHINGTON STREET · SUITE #101 · MORRISTOWN, NJ · 07960

Phone

(973) 727-7121

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