How big is Peterson White, LLP's plan?

Peterson White, LLP's plan reported $1.4M in assets and 18 participants for 2024.

Original filing (PDF)20250827080858NAL0009369409001

Peterson White, LLP

Name: Peterson White, LLP — Peterson White, LLP 401(k), Form 5500 (2024)
Creator: Peterson White, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson White, LLP 401(k) Plan

401(k) retirement plan · Peterson White, LLP's Peterson White, LLP 401(k) Plan held $1.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Nick Peterson signed Peterson White, LLP's 2024 Form 5500 as plan administrator.

Nick 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 White, LLP's EIN is 27-5111870.

EIN 27-5111870

Plan number 001

Plan year 2024

ACK ID 20250827080858NAL0009369409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson White, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson White, LLP'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 PETERSON WHITE, LLP.

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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