# R.H. Peterson Co. 401(k) Plan
Source: https://planprovider.pro/companies/r-h-peterson-co-401k-plan

> R.H. Peterson Co.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R.H. Peterson Co.

- **Sponsor EIN:** 953137229

- **Sponsor Address:** 14724 EAST PROCTOR AVENUE, CITY OF INDUSTRY, CA, 91746

- **Plan Type:** 401(k)

- **Total Participants:** 198

- **Total Assets:** $21.2M

## 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|198|$21.2M|$425,320|$780,696|

| 2023|203|$18.6M|$401,397|$714,705|

| 2022|232|$16.2M|$448,441|$753,494|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|ADVISOR|—|$39,637|$39,637|

| RBC WEALTH MANAGEMENT|ADVISOR|—|$7,025|$7,025|

| OSTROW REISIN BERK & ABRAMS, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [OSTROW REISIN BERK & ABRAMS, LTD](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,662

- **Estimated Expense Ratio:** 0.220% 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|$4,963|—|—|—|—|

| 2023|$7,538|—|—|—|—|

| 2022|$7,252|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r-h-peterson-co-401k-plan)

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