Petersen, Inc.'s EIN is 87-0354727.
Download the official 2025 Form 5500 (PDF) for Petersen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Petersen, Inc.'s plan includes profit-sharing, an ESOP, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-1520346 | — | RECORDKEEPER | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATBANC TRUST COMPANY | 36-3681493 | — | TRUSTEE AND I NVESTMENT A | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GS Financial Sq Money Market | Cash / Money Market | — | $1.7M | $1.7M | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RASMUSON & COMPANY, PC | 46-1247632 | — | AUDITOR | $46K | — |
| JDGLENN & ASSOCIATES | 87-0628064 | — | ACCOUNTANT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLSINELLI | — | KANSAS CITY, MO | PLAN ATTORNEY | $663 | — |
