Assets by plan
Share of aggregate retirement assets
Filings through .
Perteet, Inc.
EIN 91-1505037civil engineeringLatest filing 2025
Plans
2
Retirement
2
$29.1M assets
Health & Benefits
0
Participants
307
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 / 307 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$26.5M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$2.6M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PERTEET, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $26.5M | 159 | 2025 |
| #003 | PERTEET INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $2.6M | 148 | 2025 |
- #002 · 401(k) · 2025159
- #003 · ESOP · 2025148
Retirement plans