Plan Snapshot
- Plan Sponsor: Peterson Holding Company
- Sponsor EIN: 942420293
- Sponsor Address: 955 MARINA BLVD., SAN LEANDRO, CA, 94577
- Plan Type: 401(k)
- Total Participants: 1,599
- Total Assets: $295.6M
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. |
|---|---|---|---|---|
| 2024 | 1,599 | $295.6M | $3.8M | $12.3M |
| 2023 | 1,488 | $260.1M | $3.1M | $11.2M |
| 2022 | 1,286 | $231.9M | $2.9M | $10.1M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $99,438 | — | $99,438 |
| ARMANINO, LLP | Auditor | $29,663 | — | $29,663 |
| CAP FINANCIAL PARTNERS | NONE | $22,037 | — | $22,037 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,138
- Estimated Expense Ratio: 0.051% of plan assets
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 | $151,138 | $22,037 | — | $29,663 | — |
| 2023 | $127,766 | — | — | — | — |
| 2022 | $103,885 | — | — | — | $103,885 |