How big is Peterson Company's plan?

Peterson Company's plan reported $3.9M in assets and 29 participants for 2024.

Original filing (PDF)20250711122039NAL0017127522001

Peterson Company

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

Form 5500-SF

FILING_RECEIVED

Peterson Company 401(k) Plan

401(k) retirement plan · Peterson Company's Peterson Company 401(k) Plan held $3.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

William Kubilus signed Peterson Company's 2024 Form 5500 as plan administrator.

William Kubilus — 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 Company's EIN is 84-0381604.

EIN 84-0381604

Plan number 003

Plan year 2024

ACK ID 20250711122039NAL0017127522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

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

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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