How big is Peak CMS, LLC's plan?

Peak CMS, LLC's plan reported $350K in assets and 4 participants for 2024.

Original filing (PDF)20250721103212NAL0003445634001

Peak CMS, LLC

Name: Peak CMS, LLC — Peak CMS, LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: Peak CMS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak CMS, LLC 401(k) P/S Plan

401(k) retirement plan · Peak CMS, LLC's Peak CMS, LLC 401(k) P/S Plan held $350K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

People on this filing

Jerry McShurley signed Peak CMS, LLC's 2024 Form 5500 as plan administrator.

Jerry McShurley — 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 CMS, LLC's EIN is 20-4097787.

EIN 20-4097787

Plan number 001

Plan year 2024

ACK ID 20250721103212NAL0003445634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak CMS, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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