How big is Lone Peak Holdings, LLC's plan?

Lone Peak Holdings, LLC's plan reported $497K in assets and 3 participants for 2025.

Original filing (PDF)20260406220046NAL0004588755009

Lone Peak Holdings, LLC

Name: Lone Peak Holdings, LLC — Lone Peak Holdings 401(k), Form 5500 (2025)
Creator: Lone Peak Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lone Peak Holdings 401(k) Plan

401(k) retirement plan · Lone Peak Holdings, LLC's Lone Peak Holdings 401(k) Plan held $497K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Elantha Barry signed Lone Peak Holdings, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Lone Peak Holdings, LLC's EIN is 27-3555010.

EIN 27-3555010

Plan number 001

Plan year 2025

ACK ID 20260406220046NAL0004588755009

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lone Peak Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LONE PEAK HOLDINGS, LLC

EIN

all filings

Address

3000-F DANVILLE BLVD · 503 · ALAMO, CA · 94507

Phone

(415) 525-1652

Industry

Real Estate

Plan administrator