How big is ROBB Peterson D.D.S., M.S.'s plan?

ROBB Peterson D.D.S., M.S.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250417141858NAL0001379105001

ROBB Peterson D.D.S., M.S.

Name: ROBB Peterson D.D.S., M.S. — ROBB Peterson, DDS, MS, Form 5500 (2024)
Creator: ROBB Peterson D.D.S., M.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROBB Peterson, DDS, MS Safe Harbor 401(k) Plan

401(k) retirement plan · ROBB Peterson D.D.S., M.S.'s ROBB Peterson, DDS, MS Safe Harbor 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

ROBB Peterson signed ROBB Peterson D.D.S., M.S.'s 2024 Form 5500 as plan administrator.

ROBB Peterson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ROBB Peterson D.D.S., M.S.'s EIN is 57-1203600.

EIN 57-1203600

Plan number 001

Plan year 2024

ACK ID 20250417141858NAL0001379105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ROBB Peterson D.D.S., M.S.'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 ROBB PETERSON D.D.S., M.S..

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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