How big is Peakvalley Wealth, LLC's plan?

Peakvalley Wealth, LLC's plan reported $999K in assets and 4 participants for 2025.

Original filing (PDF)20260511112435NAL0005722913001

Peakvalley Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Peakvalley Wealth, LLC 401(k) Plan

401(k) retirement plan · Peakvalley Wealth, LLC's Peakvalley Wealth, LLC 401(k) Plan held $999K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan identifiers

Peakvalley Wealth, LLC's EIN is 45-3253138.

EIN 45-3253138

Plan number 001

Plan year 2025

ACK ID 20260511112435NAL0005722913001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Peakvalley Wealth, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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