Original filing (PDF)20250403180546NAL0020711554001

TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP

Name: TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP — PEAK RETIREMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP

Form 5500-SF

FILING_RECEIVED

PEAK RETIREMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

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 (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP.

Plan sponsor

Name

TG BENEFITS, INC. DBA PEAK RETIREMENT GROUP

EIN

81-0831793

Address

PO BOX 45828 · MADISON, WI · 53744

Phone

(608) 212-9565

Industry

Finance & Insurancesee all

Plan administrator