# The Peterson Companies 401(k) Plan
Source: https://planprovider.pro/companies/the-peterson-companies-401k-plan

> The Peterson Companies's 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [METZ CPA, PLLC](https://planprovider.pro/provider/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|

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