How big is Peterson BERK & Cross SC's plan?

Peterson BERK & Cross SC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250908155824NAL0012022851001

Peterson BERK & Cross SC

Name: Peterson BERK & Cross SC — Peterson, BERK & Cross, Form 5500 (2024)
Creator: Peterson BERK & Cross SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson, BERK & Cross, SC, Retirement Plan

401(k) retirement plan · Peterson BERK & Cross SC's Peterson, BERK & Cross, SC, Retirement Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Stacy Schlemmer signed Peterson BERK & Cross SC's 2024 Form 5500 as plan administrator.

Stacy Schlemmer — 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

Peterson BERK & Cross SC's EIN is 39-2013349.

EIN 39-2013349

Plan number 001

Plan year 2024

ACK ID 20250908155824NAL0012022851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson BERK & Cross SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson BERK & Cross SC'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 PETERSON BERK & CROSS SC.

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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

Knocking points off