How big is Petersen Professionals PC's plan?

Petersen Professionals PC's plan reported $827K in assets and 3 participants for 2024.

Original filing (PDF)20250630180623NAL0017690160001

Petersen Professionals PC

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

Form 5500-SF

FILING_RECEIVED

Petersen Professionals PC 401(k) P/S Plan

401(k) retirement plan · Petersen Professionals PC's Petersen Professionals PC 401(k) P/S Plan held $827K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$827K

Net assets (EOY)

$827K

People on this filing

Nick Rice signed Petersen Professionals PC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Petersen Professionals PC's EIN is 27-3968596.

EIN 27-3968596

Plan number 001

Plan year 2024

ACK ID 20250630180623NAL0017690160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

PETERSEN PROFESSIONALS PC

EIN

all filings

Address

4915 W 35TH ST, SUITE 201 · ST LOUIS PARK, MN · 55416

Phone

(952) 767-3212

Industry

CPA Offices· Professional & Technical Services

Plan administrator