How big is Peterson Partners, LLC's plan?

Peterson Partners, LLC's plan reported $7.7M in assets and 38 participants for 2024.

Original filing (PDF)20250728122153NAL0002915520001

Peterson Partners, LLC

Name: Peterson Partners, LLC — Retirement Income Security, Form 5500 (2024)
Creator: Peterson Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Peterson Partners

401(k) retirement plan · Peterson Partners, LLC's Retirement Income Security Plan-Peterson Partners held $7.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Steven Stout signed Peterson Partners, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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 Partners, LLC's EIN is 87-0550345.

EIN 87-0550345

Plan number 003

Plan year 2024

ACK ID 20250728122153NAL0002915520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PARTNERS, LLC.

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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