Original filing (PDF)20250512090951NAL0038248738001

PETSO FINANCIAL CONSULTANTS LLC

Name: PETSO FINANCIAL CONSULTANTS LLC — PETSO FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PETSO FINANCIAL CONSULTANTS LLC

Form 5500-SF

FILING_RECEIVED

PETSO FINANCIAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETSO FINANCIAL CONSULTANTS LLC.

Plan sponsor

Name

PETSO FINANCIAL CONSULTANTS LLC

EIN

82-0530690all filings

Address

1405 W. MAIN ST · BOISE, ID · 83703

Phone

(208) 853-2000

Industry

Finance & Insurancesee 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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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