How big is Samuel L Peters LLC's plan?

Samuel L Peters LLC's plan reported $1.5M in assets and 3 participants for 2025.

Original filing (PDF)20260413063743NAL0021820178001

Samuel L Peters LLC

Name: Samuel L Peters LLC — Samuel L Peters LLC 401(k), Form 5500 (2025)
Creator: Samuel L Peters LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel L Peters LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Samuel L Peters LLC's Samuel L Peters LLC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Anthony M. Ward ESQ. signed Samuel L Peters LLC's 2025 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — 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

Samuel L Peters LLC's EIN is 37-1845523.

EIN 37-1845523

Plan number 005

Plan year 2025

ACK ID 20260413063743NAL0021820178001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Samuel L Peters LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Samuel L Peters LLC'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 SAMUEL L PETERS LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

SAMUEL L PETERS LLC

EIN

all filings

Address

10001 ALLIANCE RD · BLUE ASH, OH · 452424750

Phone

(513) 706-8139

Industry

Real Estate

Plan administrator