How big is Peterson Consulting LLC's plan?

Peterson Consulting LLC's plan covered 1 participants for 2025.

Original filing (PDF)20260505220640NAL0001337201001

Peterson Consulting LLC

Name: Peterson Consulting LLC — Peterson Consulting LLC, Form 5500 (2025)
Creator: Peterson Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peterson Consulting LLC 401(k) Plan

401(k) retirement plan · Peterson Consulting LLC's Peterson Consulting LLC 401(k) Plan covered 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Peterson Consulting LLC's EIN is 99-3873397.

EIN 99-3873397

Plan number 001

Plan year 2025

ACK ID 20260505220640NAL0001337201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peterson Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PETERSON CONSULTING LLC

EIN

all filings

Address

10 42ND ST E APT 3206 · WILLISTON, ND · 58801

Phone

(701) 612-3737

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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