How big is Peak Mountain Advisors' plan?

Peak Mountain Advisors' plan reported $658K in assets and 1 participants for 2024.

Original filing (PDF)20250707064220NAL0002979537001

Peak Mountain Advisors

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

Form 5500-SF

FILING_RECEIVED

Peak Mountain Advisors 401(k) Plan

401(k) retirement plan · Peak Mountain Advisors' Peak Mountain Advisors 401(k) Plan held $658K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

People on this filing

Paul Holjes signed Peak Mountain Advisors' 2024 Form 5500 as plan administrator.

Paul Holjes — 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 Mountain Advisors' EIN is 45-5537632.

EIN 45-5537632

Plan number 001

Plan year 2024

ACK ID 20250707064220NAL0002979537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Mountain Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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