How big is Peterson Group Montana LLC's plan?

Peterson Group Montana LLC's plan reported $444K in assets and 13 participants for 2025.

Original filing (PDF)20260304112223NAL0003098945001

Peterson Group Montana LLC

Name: Peterson Group Montana LLC — Peterson Group Montana, Form 5500 (2025)
Creator: Peterson Group Montana LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Group Montana 401(k) Plan

401(k) retirement plan · Peterson Group Montana LLC's Peterson Group Montana 401(k) Plan held $444K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$443K

Plan identifiers

Peterson Group Montana LLC's EIN is 46-2950130.

EIN 46-2950130

Plan number 001

Plan year 2025

ACK ID 20260304112223NAL0003098945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peterson Group Montana LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peterson Group Montana LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 GROUP MONTANA LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PETERSON GROUP MONTANA LLC

EIN

all filings

Address

3753 N RESERVE STREET · MISSOULA, MT · 59808

Phone

(425) 344-2713

Industry

Accommodation & Food Services

Plan administrator