How big is Slattery Petersen PLLC's plan?

Slattery Petersen PLLC's plan reported $4.7M in assets and 12 participants for 2024.

Original filing (PDF)20251008191151NAL0009941984002

Slattery Petersen PLLC

Name: Slattery Petersen PLLC — Slattery Petersen PLLC, Form 5500 (2024)
Creator: Slattery Petersen PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slattery Petersen PLLC 401(k) Plan

401(k) retirement plan · Slattery Petersen PLLC's Slattery Petersen PLLC 401(k) Plan held $4.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Slattery Petersen PLLC's EIN is 27-1338597.

EIN 27-1338597

Plan number 001

Plan year 2024

ACK ID 20251008191151NAL0009941984002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Slattery Petersen PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Slattery Petersen PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLATTERY PETERSEN PLLC.

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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