Peak360 Wealth Management LLC (EIN 83-3117297) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $190K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Peak360 Wealth Management 401(k) Plan & Trust | 001 | 8 | $190K |
83-3117297 is the Employer Identification Number (EIN) Peak360 Wealth Management LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
