Plan Snapshot
- Plan Sponsor: Peterson Properties, INC.
- Sponsor EIN: 480919120
- Sponsor Address: 10000 W. 75TH STREET SUITE 100, MERRIAM, KS, 66204
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $4.9M
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. |
|---|---|---|---|---|
| 2024 | 156 | $4.9M | $55,264 | $272,521 |
| 2023 | 159 | $5.3M | $60,589 | $304,142 |
| 2022 | 190 | $4.6M | $68,052 | $336,136 |
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 |
|---|---|---|---|---|
| KELLER & OWENS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KELLER & OWENS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,129 | $8,446 | — | — | — |
| 2023 | $19,943 | $7,512 | — | — | — |
| 2022 | $20,924 | — | $20,924 | — | — |