Filings through .
Sponsor portfolio
David Peterson Insurance Agency, LLC
EIN 81-3848769Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$273K assets
Welfare
0
Participants
52
5170 LAKE RIDGE PKWY STE 110 - GRAND PRAIRIE, TX 75052972-660-5999
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 | DAVID PETERSON INSURANCE AGENCY 401(K) PLAN | 401(k) | $273K | 52 | 2025 |
Retirement plans