NORMAN PETERSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
18
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
79
/ 100
Grade B
Above-average plan
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
27
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORMAN PETERSON & ASSOCIATES, INC..
Plan sponsor
Name
NORMAN PETERSON & ASSOCIATES, INC.
EIN
93-0973602
Address
526 WASHINGTON STREET, SUITE 1 · ASHLAND, OR · 97520
Phone
(800) 497-1368
Industry
All Other Professional Services· 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
2025-02-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
