# Petersen Precision Engineering, LLC 401(k) Plan
Source: https://planprovider.pro/companies/petersen-precision-engineering-llc-401k-plan

> Petersen Precision Engineering, LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Petersen Precision Engineering, LLC

- **Sponsor EIN:** 941623325

- **Sponsor Address:** 611 BROADWAY, REDWOOD CITY, CA, 94063

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

- **Total Participants:** 158

- **Total Assets:** $12.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|158|$12.9M|$164,396|$824,979|

| 2023|156|$10.4M|$147,385|$724,692|

| 2022|136|$8.9M|$131,264|$611,929|

## 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|

| AUDIT AND TAX SOLUTIONS, CPA, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|

| 2024|$9,648|$9,648|—|—|—|

| 2023|$7,378|$7,378|—|—|—|

| 2022|$6,523|$6,523|—|—|—|

## Similar Plans

- [Khuu'S INC.](https://planprovider.pro/companies/khuu-s-inc-401k-plan) — 168 participants

- [Western Cnc, INC.](https://planprovider.pro/companies/western-cnc-inc-401k-plan) — 139 participants

- [Golden State Engineering, INC.](https://planprovider.pro/companies/golden-state-engineering-inc-plan) — 137 participants

- [Mdc Vacuum Products, LLC](https://planprovider.pro/companies/mdc-vacuum-products-llc-401k-plan) — 191 participants

- [Mach Machining INC](https://planprovider.pro/companies/a-1-jays-machining-inc-401k-plan) — 202 participants

- [Hadrian Automation, INC.](https://planprovider.pro/companies/hadrian-automation-inc-plan) — 206 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/petersen-precision-engineering-llc-401k-plan)

© 2026 PlanProvider.Pro