How big is Peterson Wealth Services' plan?

Peterson Wealth Services' plan reported $2.6M in assets and 6 participants for 2025.

Original filing (PDF)20260416110855NAL0018114929001

Peterson Wealth Services

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

Form 5500-SF

FILING_RECEIVED

Peterson Wealth Services 401(k) Profit Sharing PLA N & Trust

401(k) retirement plan · Peterson Wealth Services' Peterson Wealth Services 401(k) Profit Sharing PLA N & Trust held $2.6M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Billy Peterson signed Peterson Wealth Services' 2025 Form 5500 as plan administrator.

Billy Peterson — 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 Wealth Services' EIN is 27-0532838.

EIN 27-0532838

Plan number 001

Plan year 2025

ACK ID 20260416110855NAL0018114929001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Peterson Wealth Services' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature.

Decision-maker contacts

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

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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