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  2. Slattery Petersen PLLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Slattery Petersen PLLC

EIN 27-1338597-law practice-Latest filing 2025
Plans
2
Retirement
2
$11.6M assets
Health & Benefits
0
Participants
28
340 E. PALM LANE, SUITE 250 - PHOENIX, AZ 85004602-507-6100slatterypetersen.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002Cash balance-$6.1M - 13 part#001401(k)-$5.5M - 15 part

Retirement portfolio analytics

2 plans aggregated / $11.6M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

  • CASH BALANCE PLAN (#002)$6.1M
  • PETERSEN PLLC 401(K) (#001)$5.5M
Total $11.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PETERSEN PLLC 401(K) (#001)15
  • CASH BALANCE PLAN (#002)13
Total 28Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SLATTERY PETERSEN PLLC CASH BALANCE PLAN

Cash balance

Assets$6.1M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SLATTERY PETERSEN PLLC 401(K) PLAN

401(k)

Assets$5.5M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SLATTERY PETERSEN PLLC CASH BALANCE PLANCash balance$6.1M132024
#001SLATTERY PETERSEN PLLC 401(K) PLAN401(k)$5.5M152025
  • SLATTERY PETERSEN PLLC CASH BALANCE PLAN$6.1M
    #002 · Cash balance · 202413
  • SLATTERY PETERSEN PLLC 401(K) PLAN$5.5M
    #001 · 401(k) · 202515
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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