Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERTEET, INC.
EIN 91-1505037civil engineeringLatest filing 2024
Plans
2
Retirement
2
$29.1M assets
Welfare
0
Participants
292
2707 COLBY AVE STE 900 - EVERETT, WA 982013565425-252-7700perteet.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.1M assets / 292 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
PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$19.4M
Participants163
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$9.7M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $19.4M | 163 | 2024 | |
| 003 | PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $9.7M | 129 | 2024 |
Retirement plans