PETERSEN & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
7
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
89
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 (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSEN & ASSOCIATES.
Plan sponsor
Name
PETERSEN & ASSOCIATES
EIN
47-0749138
Address
506 E GOLD COAST RD STE 100 · PAPILLION, NE · 680464790
Phone
(402) 592-9510
Industry
CPA Offices· Professional & Technical Servicessee all
