How big is Peter Joseph, Inc.'s plan?

Peter Joseph, Inc.'s plan reported $6.0M in assets and 142 participants for 2024.

Original filing (PDF)20251006214743NAL0007239424001

Peter Joseph, Inc.

Name: Peter Joseph, Inc. — Peter Joseph, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Peter Joseph, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Joseph, Inc. 401(k) Plan

401(k) retirement plan · Peter Joseph, Inc.'s Peter Joseph, Inc. 401(k) Plan held $6.0M in plan assets for 142 participants in 2024.

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Peter Joseph, Inc.'s EIN is 42-1365940.

EIN 42-1365940

Plan number 001

Plan year 2024

ACK ID 20251006214743NAL0007239424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Joseph, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Joseph, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER JOSEPH, INC..

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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.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score