How big is Peak Wealth Management, LLC's plan?

Peak Wealth Management, LLC's plan reported $2.9M in assets and 7 participants for 2025.

Original filing (PDF)20260512123959NAL0006706561001

Peak Wealth Management, LLC

Name: Peak Wealth Management, LLC — Peak Wealth Management, Form 5500 (2025)
Creator: Peak Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Wealth Management 401(k) Plan

401(k) retirement plan · Peak Wealth Management, LLC's Peak Wealth Management 401(k) Plan held $2.9M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Peak Wealth Management, LLC's EIN is 27-3651738.

EIN 27-3651738

Plan number 001

Plan year 2025

ACK ID 20260512123959NAL0006706561001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Peak Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK WEALTH MANAGEMENT, 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