Elizabeth Haisley signed Peterson Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peterson Holding Company's EIN is 94-2420293.
Download the official 2024 Form 5500 (PDF) for Peterson Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peterson Holding Company's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $99K | — |
| CAP FINANCIAL PARTNERS | — | RALEIGH, NC | NONE | $22K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual funds | Mutual Funds | — | $6.2M | $6.4M | 2.2% | |
| Nvidia Corp Common stock | Common Stocks | — | $161K | $5.7M | 1.9% | |
| Palo Alto Networks Inc Common stock | Common Stocks | — | $1.0M | $5.1M | 1.7% | |
| Apple Inc Common stock | Common Stocks | — | $336K | $4.6M | 1.6% | |
| Broadcom Ltd Common stock | Common Stocks | — | $412K | $4.5M | 1.5% | |
| Walmart Inc Common stock | Common Stocks | — | $1.5M | $4.3M | 1.4% | |
| Amazon Com Inc Common stock | Common Stocks | — | $1.7M | $4.1M | 1.4% | |
| Microsoft Corporation Common stock | Common Stocks | — | $228K | $3.9M | 1.3% | |
| Alphabet Inc CL C Common stock | Common Stocks | — | $680K | $3.7M | 1.3% | |
| Interest Bearing Cash Pershing Cash Account Interest bearing cash | Cash / Money Market | — | $3.6M | $3.6M | 1.2% | |
| Costco Wholesale Corp-New Common stock | Common Stocks | — | $129K | $3.6M | 1.2% | |
| Crowdstrike Holdings Inc - A Common stock | Common Stocks | — | $1.7M | $3.4M | 1.1% | |
| Targa Resources Corp Common stock | Common Stocks | — | $817K | $3.3M | 1.1% | |
| Williams Co. Common stock | Common Stocks | — | $1.6M | $2.9M | 1.0% | |
| Caterpillar Inc Common stock | Common Stocks | — | $538K | $2.7M | 0.9% | |
| Pershing Money Market Account Interest bearing cash | Cash / Money Market | — | $2.5M | $2.5M | 0.8% | |
| Salesforce Inc Common stock | Common Stocks | — | $1.0M | $2.3M | 0.8% | |
| Exxon-Mobil Corporation Common stock | Common Stocks | — | $1.5M | $2.2M | 0.8% | |
| s (continued) Astrazeneca Ple Sponsored Adr Common stock | Common Stocks | — | $614K | $2.2M | 0.7% | |
| Eaton Corp PLC Common stock | Common Stocks | — | $416K | $2.2M | 0.7% | |
| RTX Corp Common stock | Common Stocks | — | $1.2M | $2.1M | 0.7% | |
| Intl Business Machines Inc Common stock | Common Stocks | — | $1.3M | $2.1M | 0.7% | |
| Chevron Corp Common stock | Common Stocks | — | $1.1M | $2.1M | 0.7% | |
| Gilead Sciences Inc Common stock | Common Stocks | — | $1.7M | $2.1M | 0.7% | |
| Mastercard Inc A Common stock | Common Stocks | — | $422K | $2.1M | 0.7% | |
| Visa Inc Class A Shares Common stock | Common Stocks | — | $533K | $2.0M | 0.7% | |
| HCA Healthcare Inc Common stock | Common Stocks | — | $767K | $2.0M | 0.7% | |
| Pnc Financial Sve Grou Common stock | Common Stocks | — | $566K | $2.0M | 0.7% | |
| Emerson Electric Co Common stock | Common Stocks | — | $761K | $2.0M | 0.7% | |
| General Dynamics Corp Common stock | Common Stocks | — | $1.3M | $2.0M | 0.7% | |
| Cisco Systems Inc Common stock | Common Stocks | — | $725K | $2.0M | 0.7% | |
| Travelers Cos Inc Common stock | Common Stocks | — | $697K | $1.9M | 0.7% | |
| Unitedhealth Group Inc Common stock | Common Stocks | — | $957K | $1.9M | 0.6% | |
| Abbvie Inc Common stock | Common Stocks | — | $756K | $1.9M | 0.6% | |
| November 2029 - | Other securities | — | — | $1.9M | 0.6% | |
| Abb Ltd Spons ADR Common stock | Common Stocks | — | $1.1M | $1.9M | 0.6% | |
| Baker Hughes Co Common stock | Common Stocks | — | $1.1M | $1.8M | 0.6% | |
| Marathon Petroleum Corp Common stock | Common Stocks | — | $223K | $1.8M | 0.6% | |
| Texas Instruments Inc Common stock | Common Stocks | — | $249K | $1.8M | 0.6% | |
| Conocophillips Common stock | Common Stocks | — | $1.2M | $1.8M | 0.6% | |
| Roper Technologies Inc Common stock | Common Stocks | — | $995K | $1.8M | 0.6% | |
| Analog Devices Inc Common stock | Common Stocks | — | $1.1M | $1.8M | 0.6% | |
| Merck & Company Inc Common stock | Common Stocks | — | $280K | $1.8M | 0.6% | |
| US Bancorp - Del Common stock | Common Stocks | — | $974K | $1.7M | 0.6% | |
| Webster Financial Corp Common stock | Common Stocks | — | $1.4M | $1.7M | 0.6% | |
| Coca-Cola Company Common stock | Common Stocks | — | $597K | $1.6M | 0.6% | |
| Amgen Inc Common stock | Common Stocks | — | $989K | $1.6M | 0.6% | |
| Nextera Energy Inc Common stock | Common Stocks | — | $558K | $1.6M | 0.6% | |
| Comerica Inc. Common stock | Common Stocks | — | $1.8M | $1.6M | 0.5% | |
| Truist Financial Corp Common stock | Common Stocks | — | $1.2M | $1.6M | 0.5% |
