# Peterson Holding Company DC Plan
Source: https://planprovider.pro/companies/peterson-holding-company-plan

> Peterson Holding Company's DC plan: 73 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 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](https://planprovider.pro/provider/armanino-llp) — NONE

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

- [MILLIMAN](https://planprovider.pro/provider/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|

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