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PETERSON RUSSELL KELLY LIVENGOOD PLLC — STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY PETERSON RUSSELL KELLY LIVENGOOD PLLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250825124308NAL0007868913001
PETERSON RUSSELL KELLY LIVENGOOD PLLC
Form 5500-SF
FILING_RECEIVED
STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY PETERSON RUSSELL KELLY LIVENGOOD PLLC
401(k) retirement plan
Active participants
39
Accounts w/ balance
53
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETERSON RUSSELL KELLY LIVENGOOD PLLC
.
Find decision makers
Plan sponsor
Name
PETERSON RUSSELL KELLY LIVENGOOD PLLC
EIN
91-1737059
Address
10900 NE 4TH STREET SUITE 1850 · BELLEVUE, WA · 98004
Phone
(425) 462-4700
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
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Trustee phone
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