Sponsor portfolio
CATHLEEN PETERSEN, E.A.
EIN 77-0191384accountingLatest filing 2025
Plans
1
Retirement
1
$998K assets
Welfare
0
Participants
16
14583 BIG BASIN WAY, SUITE #6 - SARATOGA, CA 95070408-741-1412cathleenpetersen.comLinkedIn1-10 employeesaccounting
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 | |
|---|---|---|---|---|---|---|
| 001 | CATHLEEN PETERSEN, E.A. 401K PLAN | 401k | $998K | 16 | 2025 |
Retirement plans