How big is Peak Financial Group LLC's plan?

Peak Financial Group LLC's plan reported $94K in assets and 9 participants for 2024.

Original filing (PDF)20251009161055NAL0007285489001

Peak Financial Group LLC

Name: Peak Financial Group LLC — Peak Financial Group LLC, Form 5500 (2024)
Creator: Peak Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Financial Group LLC 401(k) Plan

401(k) retirement plan · Peak Financial Group LLC's Peak Financial Group LLC 401(k) Plan held $94K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Richard Tatum signed Peak Financial Group LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peak Financial Group LLC's EIN is 45-3387278.

EIN 45-3387278

Plan number 001

Plan year 2024

ACK ID 20251009161055NAL0007285489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peak Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Financial Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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