Katherine Fairbanks signed Peak Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peak Technologies, Inc.'s EIN is 36-3149386.
Download the official 2024 Form 5500 (PDF) for Peak Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peak Technologies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | OVERLAND PARK, KS | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
| MESIROW FINANCIAL | 36-3194849 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $12.1M | 12.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.8M | 8.3% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $6.9M | 7.3% | |
| Fidelity Contrafund K | Mutual Funds | — | — | $6.7M | 7.1% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $6.4M | 6.9% | |
| Fidelity Growth CO K | Mutual Funds | — | — | $5.4M | 5.7% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $5.0M | 5.4% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $4.2M | 4.5% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $3.5M | 3.7% | |
| Fidelity Brokeragelink | Mutual Funds | — | — | $3.3M | 3.6% | |
| Fidelity EXTD MKT IDX | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $2.8M | 3.0% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $2.8M | 3.0% | |
| Vanguard INTM BD IDX ADM | Common Collective Trusts | — | — | $2.3M | 2.5% | |
| MFS Intl Divrson R6 | Mutual Funds | — | — | $2.1M | 2.2% | |
| Vanguard SM Cap IDX ADM | Common Collective Trusts | — | — | $2.1M | 2.2% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $2.0M | 2.2% | |
| Diamond Hill Large Cap I | Other securities | — | — | $1.7M | 1.8% | |
| Carillon E Mid Cap GR R6 | Other securities | — | — | $1.5M | 1.6% | |
| PGIM Total RTN BD R6 | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard MDCPVAL IDX ADM | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $989K | 1.1% | |
| Participant loans Interest rates ranging from 4.00% to 10.50% 0 | Bonds / Notes | — | — | $947K | 1.0% | |
| Vanguard DEV MKT IDX ADM | Common Collective Trusts | — | — | $742K | 0.8% | |
| Vanguard SMCPVL IDX ADM | Common Collective Trusts | — | — | $594K | 0.6% | |
| American Funds New WORL R6 | Mutual Funds | — | — | $488K | 0.5% | |
| Fidelity Smal Cap Gr K6 | Mutual Funds | — | — | $326K | 0.3% | |
| Fidelity Freedom Inc K | Mutual Funds | — | — | $309K | 0.3% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $309K | 0.3% | |
| Great-West Blended Stable Value Fund | Stable Value | — | — | $176K | 0.2% | |
| Standard Ins. Co. Stable Asset Fund II | Common Stocks | — | — | $81K | <0.1% | |
| Fidelity Freedom 2010 K | Mutual Funds | — | — | $67K | <0.1% |
