# Peterson Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/peterson-properties-inc-401k-plan

> Peterson Properties, INC.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/keller-and-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|—|—|

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