How big is Jeromy A. Peterson, DDS' plan?

Jeromy A. Peterson, DDS' plan reported $2.0M in assets and 13 participants for 2024.

Original filing (PDF)20250522173042NAL0004893216001

Jeromy A. Peterson, DDS

Name: Jeromy A. Peterson, DDS — Jeromy A. Peterson, DDS, Form 5500 (2024)
Creator: Jeromy A. Peterson, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeromy A. Peterson, DDS 401(k) Plan

401(k) retirement plan · Jeromy A. Peterson, DDS' Jeromy A. Peterson, DDS 401(k) Plan held $2.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Courtney Betts signed Jeromy A. Peterson, DDS' 2024 Form 5500 as plan administrator.

Courtney Betts — 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

Jeromy A. Peterson, DDS' EIN is 91-2083747.

EIN 91-2083747

Plan number 001

Plan year 2024

ACK ID 20250522173042NAL0004893216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jeromy A. Peterson, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEROMY A. PETERSON, DDS.

Finding similar companies…

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