Original filing (PDF)20251216071511NAL0001197059001

PETERS & CHANDLER, P.C.

Name: PETERS & CHANDLER, P.C. — PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PETERS & CHANDLER, P.C.

Form 5500

FILING_RECEIVED

PETERS & CHANDLER, P.C. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERS & CHANDLER, P.C..

Plan sponsor

Name

PETERS & CHANDLER, P.C.

EIN

73-1078763

Address

6801 BROADWAY EXTENTION, SUITE 105 · OKLAHOMA CITY, OK · 73116

Phone

(405) 843-9371

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $3.0M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005	Common Collective Trust	$3.0M	100.0%

1–1 of 1

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