The Peterson Companies 401(k) Employee Incentive Plan
Sponsored by The Peterson Companies · EIN 541160244 · Plan #001
- Total assets
- $62.0M
- Net assets
- $62.0M
- Active participants
- 181
- With balances
- 241
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $84,725 |
| Empower Annuity Insurance Company | Recordkeeping fees | $44,830 |
| Metz & Associates Pllc | Accounting | $7,750 |
| Empower Financial Services, Inc | Securities brokerage, Shareholder servicing fees, Other investment fees and expenses | $100 |