How big is Peak Seven Consulting, LLC's plan?

Peak Seven Consulting, LLC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20251010120200NAL0013051280002

Peak Seven Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Peak Seven Consulting, LLC 401 (K) Plan

401(k) retirement plan · Peak Seven Consulting, LLC's Peak Seven Consulting, LLC 401 (K) Plan held $1.1M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LISA Travis signed Peak Seven Consulting, LLC's 2024 Form 5500 as plan administrator.

LISA Travis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peak Seven Consulting, LLC's EIN is 74-3072531.

EIN 74-3072531

Plan number 001

Plan year 2024

ACK ID 20251010120200NAL0013051280002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Seven Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK SEVEN CONSULTING, 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