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Original filing (PDF)20251014103010NAL0001237315004
PEAK TECHNICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
PEAK TECHNICAL SERVICES, INC. FLEX MEC PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 · 15238
Phone
(412) 696-1080
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST STAFF BENEFITS | — | KNOXVILLE, TN | BROKER | $12K | — |
| LOCKTON COMPANIES, LLC | — | KANSAS CITY, MO | BROKER | $4K | — |
| GALLAGHER BENEFITS | — | BOSTON, MA | BROKER | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH | 16-1264154 | — | ADMINISTRATOR | $40K | — |
| CONCIERGE ADMINISTRATIVE SERVICES | — | BARTLESVILLE, OK | ADMINISTRATOR | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.