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Original filing (PDF)20250813114426NAL0012587376001
PETHERO INC.
Form 5500
FILING_RECEIVED
PETHERO INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
160
Accounts w/ balance
276
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SPDR Portfolio S&P 500 ETF Exchange-traded fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETHERO INC..
Plan sponsor
Name
PETHERO INC.
EIN
87-1496426
Address
3774 JULIAN STREET · DENVER, CO · 80211
Phone
(720) 730-8890
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
WALTERS & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
18 direct securities· $1.6M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Exchange-traded fund | — | — | — | $480K | 27.1% | |
| Vanguard FTSE Developed Markets Mutual fund | — | — | — | $407K | 23.0% | |
| Vanguard Total Stock Market ETF Exchange-traded fund | — | — | — | $254K | 14.4% | |
| Vanguard FTSE Emerging Markets Mutual fund | — | — | — | $144K | 8.2% | |
| iShares Core Total US Bond Market ETF Exchange-traded fund | — | — | — | $117K | 6.6% | |
| SPDR Portfolio S&P 400 Mid Cap Mutual fund | — | — | — | $96K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange-traded fund | — | — | — | $73K | 4.1% | |
| Vanguard Total International Bond ETF Exchange-traded fund | — | — | — | $25K | 1.4% | |
| iShares Emerging Markets USD Bond ETF Exchange-traded fund | — | — | — | $23K | 1.3% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange-traded fund | — | — | — | $6K | 0.3% | |
| Vanguard Mid-Cap Value ETF Exchange-traded fund | — | — | — | $4K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Exchange-traded fund | — | — | — | $4K | 0.2% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF Exchange-traded fund | — | — | — | $3K | 0.2% | |
| Vanguard Value ETF Exchange-traded fund | — | — | — | $3K | 0.2% | |
| Vanguard Small-Cap Value ETF Exchange-traded fund | — | — | — | $2K | 0.1% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Mutual fund | — | — | — | $2K | 0.1% | |
| Goldman Sachs Access Inv Grade Corp Bond ETF Exchange-traded fund | — | — | — | $1K | <0.1% | |
| iShares MBS Mutual fund | — | — | — | $1K | <0.1% |
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