Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
PETERSEN PLUMBING & HEATING CO.
EIN 42-0863843constructionLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
37
9003 NORTHWEST BLVD - DAVENPORT, IA 52806563-326-1658petersenplumbing.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 37 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
PETERSEN PLUMBING & HEATING CO. 401(K) SAFE HARBOR PLAN
401k
Assets$1.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PETERSEN PLUMBING & HEATING CO. CASH BALANCE PLAN
CashBalance
Assets$680K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETERSEN PLUMBING & HEATING CO. 401(K) SAFE HARBOR PLAN | 401k | $1.7M | 22 | 2025 | |
| 002 | PETERSEN PLUMBING & HEATING CO. CASH BALANCE PLAN | CashBalance | $680K | 15 | 2025 |
Retirement plans