Original filing (PDF)20251203141050NAL0001145296001

PETERSON CONSTRUCTION COMPANY

Name: PETERSON CONSTRUCTION COMPANY — PETERSON CONSTRUCTION COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: PETERSON CONSTRUCTION COMPANY

Form 5500-SF

FILING_RECEIVED

PETERSON CONSTRUCTION COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$39.3M

Net assets (EOY)

$39.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSON CONSTRUCTION COMPANY.

Plan sponsor

Name

PETERSON CONSTRUCTION COMPANY

EIN

34-1342365

Address

18817 STATE ROUTE 501 NORTH · PO BOX 2058 · WAPAKONETA, OH · 45895

Phone

(419) 941-2233

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-03

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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