How big is Peterson & Co Inc.'s plan?

Peterson & Co Inc.'s plan reported $344K in assets and 2 participants for 2024.

Original filing (PDF)20251014085015NAL0005115090001

Peterson & Co Inc.

Name: Peterson & Co Inc. — Peterson & Co 401(k) Plan, Form 5500 (2024)
Creator: Peterson & Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson & Co 401(k) Plan

401(k) retirement plan · Peterson & Co Inc.'s Peterson & Co 401(k) Plan held $344K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Erick Peterson signed Peterson & Co Inc.'s 2024 Form 5500 as plan administrator.

Erick 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

Peterson & Co Inc.'s EIN is 81-5156010.

EIN 81-5156010

Plan number 001

Plan year 2024

ACK ID 20251014085015NAL0005115090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peterson & Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson & Co Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETERSON & CO INC.

Finding similar companies…

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