Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DOUGLAS R. PEETE AND ASSOCIATES
EIN 48-0947538financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
4551 W. 107TH STREET, SUITE 320 - OVERLAND PARK, KS 66207913-663-4015peete.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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#003
DOUGLAS R. PEETE AND ASSOCIATES 401(K) PLAN
401k
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DOUGLAS R. PEETE AND ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$441K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DOUGLAS R. PEETE AND ASSOCIATES 401(K) PLAN | 401k | $1.7M | 8 | 2024 | |
| 004 | DOUGLAS R. PEETE AND ASSOCIATES CASH BALANCE PLAN | CashBalance | $441K | 6 | 2025 |
Retirement plans