Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETERSON MANAGEMENT SERVICES LLC
EIN 26-0784000management consultingLatest filing 2024
Plans
2
Retirement
2
$20.2M assets
Welfare
0
Participants
116
399 PARK AVENUE, 14TH FLOOR - NEW YORK, NY 10022212-542-9243LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.2M assets / 116 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#001
PETERSON MANAGEMENT SERVICES LLC 401(K) PLAN
401k
Assets$19.7M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETERSON MANAGEMENT SERVICES LLC II 401(K)
401k
Assets$515K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETERSON MANAGEMENT SERVICES LLC 401(K) PLAN | 401k | $19.7M | 83 | 2024 | |
| 002 | PETERSON MANAGEMENT SERVICES LLC II 401(K) | 401k | $515K | 33 | 2024 |
Retirement plans