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PETERSEN LAW OFFICE

EIN 82-3476723-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
5
11930 ARBOR STREET, SUITE 201 - OMAHA, NE 68144402-393-8080duiattorneysomaha.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001CashBalance-$732K - 3 part#002401k-$426K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#001)63%
  • LAW, LLC 401(K) (#002)37%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • LAW, LLC 401(K) (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETERSEN LAW OFFICE CASH BALANCE PLAN

CashBalance

Assets$732K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETERSEN LAW, LLC 401(K) PLAN

401k

Assets$426K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PETERSEN LAW OFFICE CASH BALANCE PLANCashBalance$732K32024
002PETERSEN LAW, LLC 401(K) PLAN401k$426K22024
Retirement plans
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