Petersen, Inc. Frozen Capital Accumulation Plan
Sponsored by Petersen, Inc. · EIN 870354727 · Plan #003
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 584
- With balances
- 611
Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement
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 |
|---|---|---|
| Greatbanc Trust Company | Trustee (discretionary), Investment advisory (plan), Other fees | $53,600 |
| Polsinelli | Legal, Other services, Other fees | $11,765 |