Original filing (PDF)20231010131306NAL0018886883001

TRUSTEES OF PETERSON, JOHNSON & MURRAY

Name: TRUSTEES OF PETERSON, JOHNSON & MURRAY — PETERSON, JOHNSON, & MURRAY, S.C. RETIREMENT PLAN, Form 5500 (2022)
Creator: TRUSTEES OF PETERSON, JOHNSON & MURRAY

Form 5500-SF

FILING_RECEIVED

PETERSON, JOHNSON, & MURRAY, S.C. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF PETERSON, JOHNSON & MURRAY.

Plan sponsor

Name

TRUSTEES OF PETERSON, JOHNSON & MURRAY