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

Peak Advisory Consulting, LLC's plan reported $939K in assets and 8 participants for 2024.

Original filing (PDF)20250718121310NAL0000802067001

Peak Advisory Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Peak Advisory Consulting 401(k) Plan

401(k) retirement plan · Peak Advisory Consulting, LLC's Peak Advisory Consulting 401(k) Plan held $939K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

People on this filing

Marcus Bowie signed Peak Advisory Consulting, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Advisory Consulting, LLC's EIN is 82-3860475.

EIN 82-3860475

Plan number 001

Plan year 2024

ACK ID 20250718121310NAL0000802067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Advisory Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK ADVISORY 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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PEAK ADVISORY CONSULTING, LLC

EIN

all filings

Address

P.O. BOX 14188 · LENEXA, KS · 66285

Phone

(913) 717-9951

Industry

Professional & Technical Services

Plan administrator