Plan Snapshot
- Plan Sponsor: Peterson Insurance Services, LLC
- Sponsor EIN: 874517600
- Sponsor Address: 140 WEST EAGLE ROAD, HAVERTOWN, PA, 19083
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $204,383
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. |
|---|
| 2025 | 10 | $204,383 | $0 | $0 |
| 2024 | 9 | $133,018 | $6,363 | $10,130 |
| 2023 | 4 | $153,793 | $20,295 | $7,025 |
| 2022 | 7 | $159,303 | $1,058 | $3,336 |