How big is Peak Financial Management, Inc.'s plan?

Peak Financial Management, Inc.'s plan reported $6.5M in assets and 9 participants for 2024.

Original filing (PDF)20250702133357NAL0018886672001

Peak Financial Management, Inc.

Name: Peak Financial Management, Inc. — Peak Financial, Form 5500 (2024)
Creator: Peak Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Financial Management, Inc. 401(k) Plan

401(k) retirement plan · Peak Financial Management, Inc.'s Peak Financial Management, Inc. 401(k) Plan held $6.5M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Peak Financial Management, Inc.'s EIN is 04-3127512.

EIN 04-3127512

Plan number 004

Plan year 2024

ACK ID 20250702133357NAL0018886672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peak Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Financial Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK FINANCIAL MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score