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Original filing (PDF)20251008104544NAL0002931587001

PETERSEN BROTHERS CONSTRUCTION, INC.

Form 5500-SF
FILING_RECEIVED
PETERSEN BROTHERS CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
26
Plan assets (EOY)
$228K
Net assets (EOY)
$228K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSEN BROTHERS CONSTRUCTION, INC..
Plan sponsor
Name
PETERSEN BROTHERS CONSTRUCTION, INC.
EIN
82-0431486
Address
1920 HIGHLAND AVENUE EAST · TWIN FALLS, ID · 83301
Phone
(208) 734-6303
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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