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

Platinum Peak Advisors, LLC's plan reported $923K in assets and 2 participants for 2024.

Original filing (PDF)20250618154247NAL0002619393001

Platinum Peak Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Platinum Peak Cash Balance Plan

Defined-benefit pension plan · Platinum Peak Advisors, LLC's Platinum Peak Cash Balance Plan held $923K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

Plan identifiers

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

EIN 65-0478991

Plan number 002

Plan year 2024

ACK ID 20250618154247NAL0002619393001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLATINUM PEAK ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score