Sponsor portfolio
KEITH D. PETERSON & COMPANY, INC.
EIN 72-0483624Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$10.0M assets
Welfare
0
Participants
17
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | KEITH D. PETERSON & COMPANY, INC. 401(K) RETIREMENT PLAN | 401k | $10.0M | 17 | 2025 |
Retirement plans