How big is Petersen and Company, LLC's plan?

Petersen and Company, LLC's plan reported $627 in assets and 2 participants for 2024.

Original filing (PDF)20251028130902NAL0006198915001

Petersen and Company, LLC

Name: Petersen and Company, LLC — Petersen and Company, Form 5500 (2024)
Creator: Petersen and Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petersen and Company, LLC GCF Benefit Plan

Health & welfare plan · Petersen and Company, LLC's Petersen and Company, LLC GCF Benefit Plan held $627 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$627

Net assets (EOY)

$202

People on this filing

Morgan Law signed Petersen and Company, LLC's 2024 Form 5500 as plan administrator.

Morgan Law — 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

Petersen and Company, LLC's EIN is 82-3838025.

EIN 82-3838025

Plan number 501

Plan year 2024

ACK ID 20251028130902NAL0006198915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Petersen and Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Petersen and Company, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score