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

Peak Financial Services, Inc.'s plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250924084000NAL0007864656001

Peak Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Peak Financial Services, Inc. 401(k) PS Plan

401(k) retirement plan · Peak Financial Services, Inc.'s Peak Financial Services, Inc. 401(k) PS Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Laurene Obrien signed Peak Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Laurene Obrien — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peak Financial Services, Inc.'s EIN is 20-0537271.

EIN 20-0537271

Plan number 001

Plan year 2024

ACK ID 20250924084000NAL0007864656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Financial Services, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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