Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETERSON WEALTH MANAGEMENT, LLC
EIN 20-1860575financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
15
2255 GREEN VISTA DRIVE, SUITE 403 - SPARKS, NV 89431775-673-1100petersonwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PETERSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PETERSON WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$542K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PETERSON WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.8M | 8 | 2024 | |
| 001 | PETERSON WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $542K | 7 | 2024 |
Retirement plans