What public Form 5500 filings show about the Peakview Capital Services, LLC 401(k) plan — and how to find and check your own account.
Peakview Capital Services, LLC (EIN 92-1889653) reports PEAKVIEW CAPITAL SERVICES, LLC 401K on its most recent Form 5500, with $913K in plan assets across 5 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 Peakview Capital Services, LLC filing — schedules, fees, and providers.
Peakview Capital Services, 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 Peakview Capital Services, LLCHR for the recordkeeper’s name and login.
