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Original filing (PDF)20250804095134NAL0000670899001
PEAK DELIVERY SERVICES LLC
Form 5500
FILING_RECEIVED
PEAK DELIVERY SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
91
Plan assets (EOY)
$237K
Net assets (EOY)
$237K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Stock Index Admiral Vanguard Total Stock Mutual Fund" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEAK DELIVERY SERVICES LLC.
Plan sponsor
Name
PEAK DELIVERY SERVICES LLC
EIN
84-2257323
Address
4303 GRINNELL BLVD · COLORADO SPRINGS, CO · 80905
Phone
(808) 381-4741
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $219K(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stock Index Admiral Vanguard Total Stock Mutual Fund | — | — | — | $110K | 46.3% | |
| Idx Admiral Vanguard Total Intl Mutual Fund | — | — | — | $66K | 27.7% | |
| Vanguard Real Estate Mutual Fund | — | — | — | $19K | 7.9% | |
| Index Admiral Vanguard Short-Term Mutual Fund ** 446 Infl-Prot Sec Idx Adm Vanguard Total Bond Mutual Fund | — | — | — | $18K | 7.4% | |
| Market Index Adm Vanguard Total Intl Bd Mutual Fund | — | — | — | $8K | 3.3% |
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