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PETERS MANAGEMENT GROUP, LLC — PETERS MANAGEMENT GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260122084824NAL0007867984001
PETERS MANAGEMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
PETERS MANAGEMENT GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.2 mo
No auditor on file
Active participants
730
Accounts w/ balance
51
Plan assets (EOY)
$341K
Net assets (EOY)
$341K
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
51
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETERS MANAGEMENT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
PETERS MANAGEMENT GROUP, LLC
EIN
36-4912545
Address
801 S. EUCLID AVE. · BAY CITY, MI · 48706
Phone
(989) 239-5152
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 2.2 months past the 10.5-month grace window.
Only 7% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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