Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $30.4M assets / 73 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PETERSON COMPANY PROFIT-SHARING PLAN | Profit-sharing | $26.4M | 38 | 2025 |
| #003 | PETERSON COMPANY 401(K) PLAN | 401(k) | $3.9M | 35 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | PETERSON COMPANY PROFIT-SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
| #003 | PETERSON COMPANY 401(K) PLAN | Self-funded | - | $0 | 0 | 2025 |