Donald Ramirez signed Peak Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peak Wealth Advisors, Inc.'s EIN is 46-3084074.
Download the official 2024 Form 5500 (PDF) for Peak Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peak Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).