Joe F. Schmitz, Jr. signed Peak Retirement Planning, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peak Retirement Planning, Inc.'s EIN is 40-0013357.
Download the official 2025 Form 5500 (PDF) for Peak Retirement Planning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Peak Retirement Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
