Petersen Hastings Investment Mgmt — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Petersen Hastings Investment Mgmt is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $442,612 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$442.6KDirect + indirect, across loaded filings$442,612
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$442.6K
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation41%Eucon Corporation
Top state share of plans75%WA
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Petersen Hastings Investment Mgmt. Bars show relative scale.

  1. 1
    ID · 1 plan(s)
  2. 2
    WA · 1 plan(s)
  3. 3
    WA · 1 plan(s)
  4. 4
Geographic reach

State footprint

States where plans reporting Petersen Hastings Investment Mgmt are sponsored, by plan count.

  1. 1
    WA3 plan(s)
  2. 2
    ID1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Eucon Corporation, ID · Direct $179.8K · 2023
  2. 2
    Astria Health, WA · Direct $165.6K · 2023
  3. 3
    Hapo Community Credit Union, WA · Direct $97.2K · 2023
  4. 4
    Columbia Basin Health Association, WA · Direct $0 · 2023

Related Form 5500 pages