How big is Peterson Associates' plan?

Peterson Associates' plan reported $319K in assets and 22 participants for 2024.

Original filing (PDF)20250630135807NAL0011868993001

Peterson Associates

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

Form 5500-SF

FILING_RECEIVED

Peterson Associates 401(k) Plan

401(k) retirement plan · Peterson Associates' Peterson Associates 401(k) Plan held $319K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

People on this filing

Shirley Horner signed Peterson Associates' 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Associates' EIN is 86-0435830.

EIN 86-0435830

Plan number 002

Plan year 2024

ACK ID 20250630135807NAL0011868993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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