Peak Industrial Inc.'s EIN is 45-2792810.
Download the official 2024 Form 5500 (PDF) for Peak Industrial Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peak Industrial Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PORT GROUP, INC | 27-2037969 | — | RECORDKEEPER | $33K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRO SPECTRUM MOD ALLOC | Registered Investment Companies | — | — | $7.9M | 45.5% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $2.6M | 15.1% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $1.5M | 8.9% | |
| TRP RET 2035 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $969K | 5.6% | |
| OAKMARK INVESTOR | Registered Investment Companies | — | — | $680K | 3.9% | |
| TRP BLUE CHIP GR TRUST T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $416K | 2.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $413K | 2.4% | |
| TRP RET 2025 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $309K | 1.8% | |
| WASATCH SMALL CAP GROWTH INV | Registered Investment Companies | — | — | $292K | 1.7% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $268K | 1.5% | |
| ARTISAN MID CAP FUND- INV | Registered Investment Companies | — | — | $216K | 1.2% | |
| TRP RET 2030 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $215K | 1.2% | |
| TRP RET 2050 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $197K | 1.1% | |
| TRP RET 2045 TRUST - C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $182K | 1.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $169K | 1.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $161K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $137K | 0.8% | |
| TRP RET 2055 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $115K | 0.7% | |
| FIDELITY GOVT CASH RESERVES | Registered Investment Companies | — | — | $83K | 0.5% | |
| GRANDEUR PEAK INTL OPPS | Registered Investment Companies | — | — | $78K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $60K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $44K | 0.3% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $44K | 0.3% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $44K | 0.3% | |
| TRP RET 2040 TRUST - C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $41K | 0.2% | |
| WASATCH SM CAP VAL INSTL | Registered Investment Companies | — | — | $35K | 0.2% | |
| TRP RET 2065 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $33K | 0.2% | |
| TRP RET 2060 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $29K | 0.2% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $22K | 0.1% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $21K | 0.1% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $16K | <0.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| TRP RET 2020 TRUST C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $558 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SOLTIS INVESTMENT ADVISORS LLC | 27-3188744 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
