# Peterson Holding Company 401(k) Plan
Source: https://planprovider.pro/companies/peterson-holding-company-401k-plan

> Peterson Holding Company's 401(k) plan: 1,599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [ARMANINO, LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Quinn Group, INC.](https://planprovider.pro/companies/quinn-group-inc-401k-plan) — 1,461 participants

- [Amada North America, INC.](https://planprovider.pro/companies/amada-north-america-inc-401k-plan) — 927 participants

- [Holt Of California](https://planprovider.pro/companies/holt-of-california-401k-plan) — 916 participants

- [Multiquip INC.](https://planprovider.pro/companies/multiquip-inc-401k-plan) — 598 participants

- [R.S. Hughes Company, INC.](https://planprovider.pro/companies/r-s-hughes-company-inc-401k-plan) — 585 participants

- [Hawthorne Machinery Co., A California Corp](https://planprovider.pro/companies/hawthorne-machinery-co-a-california-corp-401k-plan) — 536 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peterson-holding-company-401k-plan)

© 2026 PlanProvider.Pro