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PEAK360 WEALTH MANAGEMENT LLC 401(k) Plan

What public Form 5500 filings show about the PEAK360 WEALTH MANAGEMENT LLC 401(k) plan — and how to find and check your own account.

Plan assets
$101K
Participants
6
Plans on file
1

The PEAK360 WEALTH MANAGEMENT LLC 401(k) on its latest Form 5500

PEAK360 WEALTH MANAGEMENT LLC (EIN 83-3117297) reports PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST on its most recent Form 5500, with $101K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full PEAK360 WEALTH MANAGEMENT LLC filing — schedules, fees, and providers.

Who runs the PEAK360 WEALTH MANAGEMENT LLC 401(k)?

PEAK360 WEALTH MANAGEMENT LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask PEAK360 WEALTH MANAGEMENT LLCHR for the recordkeeper’s name and login.

How to check your PEAK360 WEALTH MANAGEMENT LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PEAK360 WEALTH MANAGEMENT LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: PEAK360 WEALTH MANAGEMENT LLC — all Form 5500 filings (EIN 83-3117297) · California employer EIN lookup · Form 5500 search
PEAK360 WEALTH MANAGEMENT LLC 401(k) Plan — Form 5500