Plan directory · CA

Peter Dan Butler Ii — 401(k) plan profile

Pebble Beach, CA · From the plan's most recent public Form 5500 filing (EIN 770541568).

$1.1M
Total plan assets
2
Participants
$554K
Avg. balance / participant

Plan details

Plan namePeter Dan Butler Ii 401(K) Plan
Plan sponsorPeter Dan Butler Ii
LocationPebble Beach, CA
Plan typedc-other
Recordkeeper (detected)Subscribers only
Advisor firm (detected)Subscribers only
TPA / administrator (detected)Subscribers only

Service providers named in the filing

This filing names 2 service providers. Provider names, the detected recordkeeper, advisor firm and TPA, this plan's Report Card, and where it ranks on switch likelihood are part of the subscription — $90/month after a 7-day trial, or $900/year. Published pricing, no demo required.

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Is this plan likely to switch providers this year?

The filing above tells you where this plan stood last year. The Change Predictor ranks every plan in the public Form 5500 corpus by the odds of a winnable provider change — trustee, custodian, recordkeeper or administrator — back-tested against the next year's filings — and watches live signals week by week. See where this plan ranks in your territory.

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Frequently asked questions

How large is the Peter Dan Butler Ii retirement plan?

Per its most recent public Form 5500 filing, the plan reports $1.1M in total assets across 2 participants. That is an average balance of roughly $554K per participant.

Who are the service providers on the Peter Dan Butler Ii plan?

The public filing names 2 service providers for this plan. Provider names, the detected recordkeeper, advisor firm and TPA, and where this plan ranks on switch likelihood are available to FiduciarySignal subscribers — $90 per month after a 7-day trial, or $900 per year.

Where does this data come from?

All facts on this page come from the plan's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Filings are published on a lag, so figures reflect the most recent filing year, not necessarily today.

Source: public U.S. Department of Labor EFAST2 Form 5500 filings. Provider detections are derived from filing text and may not reflect current relationships. Figures reflect the most recent filing year available, not necessarily today. FiduciarySignal is not affiliated with the DOL or any provider named above.