Peterson Holding Co. Incentive Retirement Plan
Sponsored by Peterson Holding Company · EIN 942420293 · Plan #001
- Total assets
- $296M
- Net assets
- $296M
- Active participants
- 1,599
- With balances
- 2,485
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (pension), Participant communication | $99,438 |
| Cap Financial Partners | Investment advisory (plan), Direct payment from the plan | $22,037 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |