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Original filing (PDF)20251013145435NAL0001562049001
PEAK TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
PEAK TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
790
Accounts w/ balance
618
Plan assets (EOY)
$93.4M
Net assets (EOY)
$93.3M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEAK TECHNOLOGIES, INC..
Plan sponsor
Name
PEAK TECHNOLOGIES, INC.
EIN
36-3149386
Address
901 ELKRIDGE LANDING RD · LINTHICUM HEIGHTS, MD · 21090
Phone
(254) 308-3100
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | OVERLAND PARK, KS | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
| MESIROW FINANCIAL | 36-3194849 | — | ADVISOR | $14K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities · 1 pooled fund· $93.4M(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
$90.5M
33 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K | — | — | — | $12.1M | 12.9% | |
| Fidelity 500 Index | — | — | — | $7.8M | 8.3% | |
| Fidelity Freedom 2030 K | — | — | — | $6.9M | 7.3% | |
| Fidelity Contrafund K | — | — | — | $6.7M | 7.1% | |
| Fidelity Freedom 2025 K | — | — | — | $6.4M | 6.9% | |
| Fidelity Growth CO K | — | — | — | $5.4M | 5.7% | |
| Fidelity Freedom 2040 K | — | — | — | $5.0M | 5.4% | |
| Fidelity Freedom 2055 K | — | — | — | $4.2M | 4.5% | |
| Fidelity Freedom 2045 K | — | — | — | $3.5M | 3.7% | |
| Fidelity Brokeragelink | — | — | — | $3.3M | 3.6% | |
| Fidelity EXTD MKT IDX | — | — | — | $3.0M | 3.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.1% | |
| Fidelity Balanced K | — | — | — | $2.8M | 3.0% | |
| Fidelity Freedom 2050 K | — | — | — | $2.8M | 3.0% | |
| Vanguard INTM BD IDX ADM | — | — | — | $2.3M | 2.5% | |
| MFS Intl Divrson R6 | — | — | — | $2.1M | 2.2% | |
| Vanguard SM Cap IDX ADM | — | — | — | $2.1M | 2.2% | |
| Fidelity Freedom 2020 K | — | — | — | $2.0M | 2.2% | |
| Diamond Hill Large Cap I | — | — | — | $1.7M | 1.8% | |
| Carillon E Mid Cap GR R6 | — | — | — | $1.5M | 1.6% | |
| PGIM Total RTN BD R6 | — | — | — | $1.4M | 1.5% | |
| Vanguard MDCPVAL IDX ADM | — | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2015 K | — | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2060 K | — | — | — | $989K | 1.1% | |
| Participant loans Interest rates ranging from 4.00% to 10.50% 0 | — | — | — | $947K | 1.0% | |
| Vanguard DEV MKT IDX ADM | — | — | — | $742K | 0.8% | |
| Vanguard SMCPVL IDX ADM | — | — | — | $594K | 0.6% | |
| American Funds New WORL R6 | — | — | — | $488K | 0.5% | |
| Fidelity Smal Cap Gr K6 | — | — | — | $326K | 0.3% | |
| Fidelity Freedom Inc K | — | — | — | $309K | 0.3% | |
| Fidelity Freedom 2065 K | — | — | — | $309K | 0.3% | |
| Great-West Blended Stable Value Fund | — | — | — | $176K | 0.2% | |
| Standard Ins. Co. Stable Asset Fund II | — | — | — | $81K | <0.1% | |
| Fidelity Freedom 2010 K | — | — | — | $67K | <0.1% |
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