Peterson Motor Company 401(k) Profit Sharing Plan
Sponsored by Peterson Motor Company · EIN 820237924 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 525
- With balances
- 595
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $91,185 |
| Resources Investment Advisors, Inc | Investment advisory (plan), Consulting fees | $40,974 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $8,749 |