Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETERSON COMPANY
EIN 84-0381604constructionLatest filing 2025
Plans
4
Retirement
2
$30.4M assets
Welfare
2
Participants
146
10700 WEST 50TH AVENUE - WHEAT RIDGE, CO 80033303-388-6322peterson-co.comLinkedIn11-50 employeesconstruction
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $30.4M assets / 73 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#002
PETERSON COMPANY PROFIT-SHARING PLAN
ProfitSharing
Assets$26.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
PETERSON COMPANY 401(K) PLAN
401k
Assets$3.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
PETERSON COMPANY PROFIT-SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#003
PETERSON COMPANY 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PETERSON COMPANY PROFIT-SHARING PLAN | ProfitSharing | $26.4M | 38 | 2025 | |
| 003 | PETERSON COMPANY 401(K) PLAN | 401k | $3.9M | 35 | 2025 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans