Sponsor portfolio
PETERSON INSURANCE SERVICES, LLC
EIN 87-4517600insuranceLatest filing 2025
Plans
1
Retirement
1
$204K assets
Welfare
0
Participants
10
140 WEST EAGLE ROAD - HAVERTOWN, PA 19083610-446-5059petersoninsurance.comLinkedIn1-10 employeesinsurance
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 | PETERSON INSURANCE SERVICES, LLC 401(K) PLAN | 401k | $204K | 10 | 2025 |
Retirement plans