How big is Casey Peterson, Ltd.'s plan?

Casey Peterson, Ltd.'s plan reported $7.3M in assets and 80 participants for 2024.

Original filing (PDF)20250627162003NAL0005422419001

Casey Peterson, Ltd.

Name: Casey Peterson, Ltd. — Casey Peterson, Ltd. 401 (K), Form 5500 (2024)
Creator: Casey Peterson, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey Peterson, Ltd. 401 (K) Retirement Plan

401(k) retirement plan · Casey Peterson, Ltd.'s Casey Peterson, Ltd. 401 (K) Retirement Plan held $7.3M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

Casey Peterson, Ltd.'s EIN is 46-0403496.

EIN 46-0403496

Plan number 001

Plan year 2024

ACK ID 20250627162003NAL0005422419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casey Peterson, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casey Peterson, Ltd.'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 CASEY PETERSON, LTD.

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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