How big is Platinum Peak Advisors, LLC's plan?

Platinum Peak Advisors, LLC's plan reported $513K in assets and 2 participants for 2024.

Original filing (PDF)20250806110053NAL0002748721001

Platinum Peak Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Platinum Peak Advisors 401(k) Plan

401(k) retirement plan · Platinum Peak Advisors, LLC's Platinum Peak Advisors 401(k) Plan held $513K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

Plan identifiers

Platinum Peak Advisors, LLC's EIN is 65-0478991.

EIN 65-0478991

Plan number 001

Plan year 2024

ACK ID 20250806110053NAL0002748721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Platinum Peak Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

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

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).

Plan sponsor

Name

PLATINUM PEAK ADVISORS, LLC

EIN

all filings

Address

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

Phone

(502) 372-3050

Industry

Professional & Technical Services

Plan administrator