Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
PETERSEN INTERNATIONAL UNDERWRITERS
EIN 95-3493616insuranceLatest filing 2025
Plans
2
Retirement
2
$51.7M assets
Welfare
0
Participants
109
23929 VALENCIA BLVD., 2ND FLOOR - VALENCIA, CA 91355661-254-0006piu.orgLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $51.7M assets / 109 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#001
PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN
401k
Assets$30.1M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST
CashBalance
Assets$21.6M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETERSEN INTERNATIONAL UNDERWRITERS 401(K) PROFIT SHARING PLAN | 401k | $30.1M | 54 | 2025 | |
| 002 | PETERSEN INTERNATIONAL UNDERWRITERS CASH BALANCE PLAN & TRUST | CashBalance | $21.6M | 55 | 2025 |
Retirement plans