Plan Snapshot
- Plan Sponsor: Peterson Enterprises, INC.
- Sponsor EIN: 208670746
- Sponsor Address: 8000 HALL STREET, BUILDING 6, SAINT LOUIS, MO, 63147
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $8.7M
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 | 160 | $8.7M | $66,307 | $406,122 |
| 2023 | 125 | $6.8M | $61,840 | $369,717 |
| 2022 | 123 | $6.3M | $54,890 | $337,275 |
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 |
|---|---|---|---|---|
| ABELES AND HOFFMAN P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ABELES AND HOFFMAN P.C. — Auditor
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 | $38,213 | $1,572 | $36,641 | — | — |
| 2023 | $6,206 | $2,340 | $3,866 | — | — |
| 2022 | $3,395 | — | — | — | $3,395 |