Original filing (PDF)20250806110053NAL0002748721001

PLATINUM PEAK ADVISORS, LLC

Name: PLATINUM PEAK ADVISORS, LLC — PLATINUM PEAK ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: PLATINUM PEAK ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PLATINUM PEAK ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLATINUM PEAK ADVISORS, LLC.

Plan sponsor

Name

PLATINUM PEAK ADVISORS, LLC

EIN

65-0478991all filings

Address

2953 W CYPRESS CREEK RD, STE 200 · FORT LAUDERDALE, FL · 33309

Phone

(502) 372-3050

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