How big is Peak Wealth Management LLC's plan?

Peak Wealth Management LLC's plan reported $421K in assets and 3 participants for 2024.

Original filing (PDF)20250731110807NAL0013004658001

Peak Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Peak Wealth Management 401(k) Plan

401(k) retirement plan · Peak Wealth Management LLC's Peak Wealth Management 401(k) Plan held $421K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

Plan identifiers

Peak Wealth Management LLC's EIN is 46-4362594.

EIN 46-4362594

Plan number 001

Plan year 2024

ACK ID 20250731110807NAL0013004658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT 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