How big is Petrus LLC's plan?

Petrus LLC's plan reported $287K in assets and 5 participants for 2025.

Original filing (PDF)20260501131058NAL0001240881001

Petrus LLC

Name: Petrus LLC — Petrus LLC 401(k) Plan, Form 5500 (2025)
Creator: Petrus LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrus LLC 401(k) Plan

401(k) retirement plan · Petrus LLC's Petrus LLC 401(k) Plan held $287K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

People on this filing

Alisha Gray signed Petrus LLC's 2025 Form 5500 as plan administrator.

Alisha Gray — 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

Petrus LLC's EIN is 27-2545837.

EIN 27-2545837

Plan number 001

Plan year 2025

ACK ID 20260501131058NAL0001240881001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Petrus LLC'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 PETRUS 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

PETRUS LLC

EIN

all filings

Address

3515-B LONGMIRE DRIVE #150 · COLLEGE STATION, TX · 77845

Phone

(512) 221-8352

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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