PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$343K
Net assets (EOY)
$343K
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER D. AUSTIN & ASSOCIATES, INC..
Plan sponsor
Name
PETER D. AUSTIN & ASSOCIATES, INC.
EIN
87-3382115
Address
P.O. BOX 3009 · WESTLAKE VILLAGE, CA · 91359
Phone
(818) 769-4600
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
