How big is The Peterson Group's plan?

The Peterson Group's plan reported $67K in assets and 3 participants for 2025.

Original filing (PDF)20260506125833NAL0003604962001

The Peterson Group

Name: The Peterson Group — The Peterson Group 401(k) Plan, Form 5500 (2025)
Creator: The Peterson Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Peterson Group 401(k) Plan

401(k) retirement plan · The Peterson Group's The Peterson Group 401(k) Plan held $67K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Elliott Peterson signed The Peterson Group's 2025 Form 5500 as plan administrator.

Elliott Peterson — 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

The Peterson Group's EIN is 86-1755375.

EIN 86-1755375

Plan number 001

Plan year 2025

ACK ID 20260506125833NAL0003604962001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Peterson Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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