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Original filing (PDF)20251008090513NAL0005310417001
PEAK TECHNICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
PEAK TECHNICAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
256
Accounts w/ balance
165
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEAK TECHNICAL SERVICES, INC..
Plan sponsor
Name
PEAK TECHNICAL SERVICES, INC.
EIN
25-1390574
Address
583 EPSILON DRIVE · PITTSBURGH, PA · 152382816
Phone
(412) 696-1122
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | RECORDKEEPER | $7K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $17K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $15K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $485 | — |
Investments
25 direct securities · 5 pooled funds· $4.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.8M
24 holdings
Common Collective Trust
$1.6M
4 holdings
Guaranteed Income / GIC
$137K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $917K | 20.1% | |
| Company of America Mutual Funds Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $552K | 12.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $456K | 10.0% | |
| MFS Investment Management MFS Research International Fund N/R | — | — | — | $452K | 9.9% | |
| Class R6 Janus Henderson Janus Henderson Balanced Fund - N/R | — | — | — | $414K | 9.1% | |
| N Shares BlackRock Advantage Small Cap N/R | — | — | — | $271K | 5.9% | |
| Core Fund PIMCO Funds PIMCO Income Fund Insti Class N/R | — | — | — | $253K | 5.5% | |
| PIMCO Funds PIMCO Realpath Blend 2040 N/R | — | — | — | $250K | 5.5% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $245K | 5.4% | |
| Institutional Fidelity Investments Fidelity Total Bond K6 N/R | — | — | — | $170K | 3.7% | |
| * Empower Annuity Insurance E I Fixed Account - Series Class I N/R | Guaranteed Income / GIC | — | — | $137K | 3.0% | |
| PIMCO Funds PIMCO Realpath Blend 2025 N/R | — | — | — | $70K | 1.5% | |
| Institutional PIMCO Funds PIMCO Realpath Blend 2035 N/R | — | — | — | $63K | 1.4% | |
| Institutional PIMCO Funds PIMCO Realpath Blend 2030 N/R | — | — | — | $50K | 1.1% | |
| Institutional PIMCO Funds PIMCO Realpath Blend 2045 N/R | — | — | — | $41K | 0.9% | |
| Institutional T. Rowe Price Funds T. Rowe Price Diversified Mid Cap N/R | — | — | — | $41K | 0.9% | |
| GR I American Funds American Funds New World Fund N/R | — | — | — | $40K | 0.9% | |
| Class R-6 iShares Russell Mid-Cap Index N/R | — | — | — | $31K | 0.7% | |
| Fund Class K PIMCO Funds PIMCO Realpath Blend 2055 N/R | — | — | — | $26K | 0.6% | |
| Institutional PIMCO Funds PIMCO Realpath Blend 2060 N/R | — | — | — | $25K | 0.6% | |
| Institutional Fidelity Investments Fidelity International Index N/R | — | — | — | $18K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index N/R | — | — | — | $16K | 0.4% | |
| PIMCO Funds PIMCO Realpath Blend 2065 N/R | — | — | — | $11K | 0.2% | |
| Institutional MFS Investment Management MFS Global Real Estate Fund Class N/R | — | — | — | $10K | 0.2% | |
| R6 Fidelity Investments Fidelity Small Cap Index N/R | — | — | — | $6K | 0.1% | |
| Participants Loans Interest rates: 3.25% - 9.50% $0 | — | — | — | $6K | 0.1% | |
| EMPOWER RETIREMENT A FUNDS US GOVERNMENT MM 0 EMPOWER RETIREMENT LOANS | — | — | — | $6K | 0.1% | |
| EMPOWER RETIREMENT FORFEITURES | — | — | — | $4K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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