How big is Eagle Peak Wealth Management LLC's plan?

Eagle Peak Wealth Management LLC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260514135305NAL0010463168001

Eagle Peak Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Eagle Peak Wealth Management LLC 401(k) Plan

401(k) retirement plan · Eagle Peak Wealth Management LLC's Eagle Peak Wealth Management LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Eagle Peak Wealth Management LLC's EIN is 84-2900431.

EIN 84-2900431

Plan number 001

Plan year 2025

ACK ID 20260514135305NAL0010463168001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Eagle Peak Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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