Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATT PETERSON DESIGN DBA MATT PETERSON STUDIO
EIN 82-2494814Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$433K assets
Welfare
0
Participants
6
1852 NOEL PLACE - BEVERLY HILLS, CA 90210323-682-3289
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $433K assets / 6 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
MATT PETERSON DESIGN CASH BALANCE PLAN
CashBalance
Assets$359K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MATT PETERSON DESIGN 401(K) PROFIT SHARING PLAN
401k
Assets$74K
Participants4
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 | MATT PETERSON DESIGN CASH BALANCE PLAN | CashBalance | $359K | 2 | 2024 | |
| 002 | MATT PETERSON DESIGN 401(K) PROFIT SHARING PLAN | 401k | $74K | 4 | 2024 |
Retirement plans