Plan Snapshot
- Plan Sponsor: The Peterson Companies
- Sponsor EIN: 541160244
- Sponsor Address: 4100 MONUMENT CORNER DRIVE SUITE 30, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 181 | $62.0M | $867,366 | $2.4M |
| 2023 | 180 | $56.4M | $800,195 | $2.3M |
| 2022 | 170 | $47.8M | $690,614 | $2.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $84,725 | — | $84,725 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $44,830 | — | $44,830 |
| METZ & ASSOCIATES PLLC | AUDITORS | $7,750 | — | $7,750 |
| METZ CPA, PLLC | Auditor | $7,750 | — | $7,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,055
- Estimated Expense Ratio: 0.234% 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 | $158,367 | $84,725 | — | $7,750 | — |
| 2023 | $118,663 | $71,680 | $38,233 | $8,750 | — |
| 2022 | $155,674 | $71,048 | $64,404 | — | $19,750 |