Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY R PETERSON LLC
EIN 26-1897293Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
16
201 SOUTH 11TH STREET, UNIT 1820 - MINNEAPOLIS, MN 55403612-643-1031
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 16 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
JEFFREY R PETERSON LLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JEFFREY R PETERSON LLC PROFIT SHARING PLAN
ProfitSharing
Assets$167K
Participants8
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 | JEFFREY R PETERSON LLC CASH BALANCE PLAN | CashBalance | $3.1M | 8 | 2025 | |
| 003 | JEFFREY R PETERSON LLC PROFIT SHARING PLAN | ProfitSharing | $167K | 8 | 2025 |
Retirement plans