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  2. Peterson Financial Group

Filings through Oct 24, 2026.

Peterson Financial Group

EIN 26-3511975-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Health & Benefits
0
Participants
12
220 SW 9TH, SUITE 230 - DES MOINES, IA 50309515-226-1500petersonfg.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.4M - 12 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PETERSON FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$2.4M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PETERSON FINANCIAL GROUP 401(K) PLAN401(k)$2.4M122025
  • PETERSON FINANCIAL GROUP 401(K) PLAN$2.4M
    #001 · 401(k) · 202512
Retirement plans
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