How big is Peters Management Group, LLC's plan?

Peters Management Group, LLC's plan reported $341K in assets and 730 participants for 2024.

Original filing (PDF)20260122084824NAL0007867984001

Peters Management Group, LLC

Name: Peters Management Group, LLC — Peters Management, Form 5500 (2024)
Creator: Peters Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peters Management Group, LLC 401(k) Plan

401(k) retirement plan · Peters Management Group, LLC's Peters Management Group, LLC 401(k) Plan held $341K in plan assets for 730 participants in 2024.

Signals · 2

Late filing · 2.2 moNo auditor on file

Active participants

730

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

People on this filing

TARA Evans, for TAG Resources signed Peters Management Group, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Peters Management Group, LLC's EIN is 36-4912545.

EIN 36-4912545

Plan number 101

Plan year 2024

ACK ID 20260122084824NAL0007867984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peters Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peters Management Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERS MANAGEMENT GROUP, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 2.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score