Christine Robertson Gilbert signed Peak Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peak Management LLC's EIN is 20-2547143.
Download the official 2024 Form 5500 (PDF) for Peak Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peak Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $727K | 23.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $274K | 9.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $256K | 8.4% | |
| VAN INFL PROTECTED SEC - ADMR 322 REGISTERED INVESTMENT COMPANY VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $216K | 7.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $214K | 7.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $172K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $152K | 5.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $152K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $132K | 4.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $113K | 3.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $113K | 3.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $73K | 2.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $63K | 2.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $47K | 1.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $39K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $38K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $29K | 0.9% | |
| VANGUARD TOTAL INTL BD IDX ADM 328 REGISTERED INVESTMENT COMPANY VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $27K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $26K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $23K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $21K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $18K | 0.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $13K | 0.4% | |
| VANGUARD VALUE INDEX FUND ADMR 328 REGISTERED INVESTMENT COMPANY VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $6K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
