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PETERSEN & ASSOCIATES INSURANCE SERVICES, LLC

EIN 33-0797286-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$358 assets
Welfare
0
Participants
1
32462 ADRIATIC DR - DANA POINT, CA 92629949-718-0100
Plans on this EIN
1 filing
#001401k-$358 - 1 part

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Retirement#001

PETERSEN & ASSOCIATES INSURANCE SERVICES, LLC 401(K) PLAN

401k

Assets$358
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSEN & ASSOCIATES INSURANCE SERVICES, LLC 401(K) PLAN401k$35812025
Retirement plans
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