How big is Peterson Consulting Services LLC's plan?

Peterson Consulting Services LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250723063941NAL0004831088001

Peterson Consulting Services LLC

Name: Peterson Consulting Services LLC — Peterson Consulti, Form 5500 (2024)
Creator: Peterson Consulting Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Consulting Services LLC 401(k)

401(k) retirement plan · Peterson Consulting Services LLC's Peterson Consulting Services LLC 401(k) held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Peterson Consulting Services LLC's 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 Consulting Services LLC's EIN is 86-1445343.

EIN 86-1445343

Plan number 001

Plan year 2024

ACK ID 20250723063941NAL0004831088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Consulting Services LLC's 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 CONSULTING SERVICES LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off