How big is Peak360 Wealth Management LLC's plan?

Peak360 Wealth Management LLC's plan reported $190K in assets and 8 participants for 2025.

Original filing (PDF)20260522175912NAL0004304320001

Peak360 Wealth Management LLC

Name: Peak360 Wealth Management LLC — Peak360 Wealth, Form 5500 (2025)
Creator: Peak360 Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak360 Wealth Management 401(k) Plan & Trust

401(k) retirement plan · Peak360 Wealth Management LLC's Peak360 Wealth Management 401(k) Plan & Trust held $190K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

ANDY Nevin signed Peak360 Wealth Management LLC's 2025 Form 5500 as plan administrator.

ANDY Nevin — 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

Peak360 Wealth Management LLC's EIN is 83-3117297.

EIN 83-3117297

Plan number 001

Plan year 2025

ACK ID 20260522175912NAL0004304320001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peak360 Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peak360 Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEAK360 WEALTH MANAGEMENT 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