How big is Peterson Wilmarth and Robertson, LLP's plan?

Peterson Wilmarth and Robertson, LLP's plan reported $5.1M in assets and 11 participants for 2024.

Original filing (PDF)20250918082758NAL0001855490001

Peterson Wilmarth and Robertson, LLP

Name: Peterson Wilmarth and Robertson, LLP — Peterson, Form 5500 (2024)
Creator: Peterson Wilmarth and Robertson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Wilmarth and Robertson, LLP 401(k) Plan

401(k) retirement plan · Peterson Wilmarth and Robertson, LLP's Peterson Wilmarth and Robertson, LLP 401(k) Plan held $5.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Peterson Wilmarth and Robertson, LLP's EIN is 45-2803651.

EIN 45-2803651

Plan number 001

Plan year 2024

ACK ID 20250918082758NAL0001855490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson Wilmarth and Robertson, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Wilmarth and Robertson, LLP'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 WILMARTH AND ROBERTSON, LLP.

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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