# Petersen Hastings Investment Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/petersen-hastings-investment-management-inc-401k-plan

> Petersen Hastings Investment Management, INC.'s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Petersen Hastings Investment Management, INC.

- **Sponsor EIN:** 911216229

- **Sponsor Address:** 8203 W. QUINAULT AVE., SUITE 101, KENNEWICK, WA, 99336

- **Plan Type:** 401(k)

- **Total Participants:** 31

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|31|$11.5M|$356,386|$182,993|

| 2023|26|$9.9M|$128,931|$329,809|

| 2022|25|$8.2M|$243,244|$331,418|

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