Plan Snapshot
- Plan Sponsor: Petersen, INC.
- Sponsor EIN: 870354727
- Sponsor Address: 1527 NORTH 2000 WEST, OGDEN, UT, 84404
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 584 | $1.7M | $0 | $0 |
| 2023 | 579 | $11.2M | $0 | $0 |
| 2022 | 534 | $17.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RASMUSON & COMPANY, PC | Auditor | $46,207 | — | $46,207 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,207
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $212,345 | — | — | $46,207 | — |
| 2024 | $65,365 | — | — | — | — |
| 2023 | $124,394 | — | — | — | — |
| 2022 | $43,397 | — | $29,997 | — | $13,400 |