Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
JEFF PETERSON & ASSOCIATES, LLC
EIN 46-0855998Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
667 S POST OAK RD - SULPHUR, LA 70663337-625-2526
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 10 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
JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$932K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFF PETERSON & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$606K
Participants6
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 | JEFF PETERSON & ASSOCIATES CASH BALANCE PLAN | CashBalance | $932K | 4 | 2024 | |
| 002 | JEFF PETERSON & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $606K | 6 | 2024 |
Retirement plans