Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PETERSON & ASSOCIATES COURT REPORTING, INC.
EIN 33-0684781Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
32
530 B STREET, SUITE 350 - SAN DIEGO, CA 92101619-260-1069
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 32 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 & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETERSON & ASSOCIATES COURT REPORTING, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants15
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 & ASSOCIATES COURT REPORTING, INC. PROFIT SHARING PLAN | ProfitSharing | $3.2M | 17 | 2024 | |
| 002 | PETERSON & ASSOCIATES COURT REPORTING, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 15 | 2024 |
Retirement plans