Original filing (PDF)20250415115237NAL0003293777001

BRAND PETERS PC

Name: BRAND PETERS PC — BRAND PETERS PC 401(K) PLAN, Form 5500 (2024)
Creator: BRAND PETERS PC

Form 5500-SF

FILING_RECEIVED

BRAND PETERS PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRAND PETERS PC.

Plan sponsor

Name

BRAND PETERS PC

EIN

87-2258844all filings

Address

1777 BOTELHO DRIVE, SUITE 220 · WALNUT CREEK, CA · 945968534

Phone

(925) 295-1670

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