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Original filing (PDF)20251016104847NAL0008385120001
PEEK TRAVEL INC.
Form 5500
FILING_RECEIVED
PEEK 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
183
Accounts w/ balance
353
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEEK TRAVEL INC..
Plan sponsor
Name
PEEK TRAVEL INC.
EIN
45-3945086
Address
6975 S UNION PARK CTR · STE 600 · MIDVALE, UT · 84047
Phone
(801) 885-2474
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $24K | — |
Investments
24 direct securities· $6.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $2.7M | 42.2% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.6M | 25.6% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $556K | 8.7% | |
| Vanguard Real Estate Index Admiral | — | — | — | $471K | 7.4% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $244K | 3.8% | |
| Vanguard 500 Index Admiral | — | — | — | $138K | 2.2% | |
| Vanguard Growth Index Admiral | — | — | — | $97K | 1.5% | |
| Vanguard Value Index Adm | — | — | — | $60K | 0.9% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $60K | 0.9% | |
| Notes receivable from participants Interest rates from 6.50% - 9.50%, maturing | — | — | — | $57K | 0.9% | |
| Vanguard Small Cap Index Adm | — | — | — | $46K | 0.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $38K | 0.6% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $28K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $20K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $17K | 0.3% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $12K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $7K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm 458 Vanguard Mid-Cap Growth Index Admiral | — | — | — | $3K | <0.1% | |
| BANC Master Deposit Account A 13 DFA Emerging Markets Small Cap I | — | — | — | $3K | <0.1% | |
| DFA International Core Equity I 189 DFA International Value I | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $2K | <0.1% | |
| DFA Emerging Markets Value I | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities Port | — | — | — | $2K | <0.1% |
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