Plan Snapshot
- Plan Sponsor: Peterson Holding Company
- Sponsor EIN: 942420293
- Sponsor Address: 955 MARINA BOULEVARD, SAN LEANDRO, CA, 94577
- Plan Type: DC
- Total Participants: 73
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 73 | $6.1M | $403,323 | $0 |
| 2023 | 88 | $5.4M | $408,977 | $0 |
| 2022 | 86 | $4.7M | $401,462 | $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 |
|---|---|---|---|---|
| ARMANINO LLP | NONE | $24,255 | — | $24,255 |
| ARMANINO, LLP | Auditor | $24,255 | — | $24,255 |
| MILLIMAN | NONE | $14,235 | — | $14,235 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — NONE
- ARMANINO, LLP — Auditor
- MILLIMAN — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,745
- Estimated Expense Ratio: 1.034% 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 | $38,953 | $463 | — | $24,255 | — |
| 2023 | $38,784 | — | — | $17,640 | — |
| 2022 | $28,526 | — | — | — | $28,526 |