How big is Peakview Insurance, LLC's plan?

Peakview Insurance, LLC's plan reported $7K in assets and 3 participants for 2024.

Original filing (PDF)20250701193843NAL0012921393001

Peakview Insurance, LLC

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

Form 5500-SF

FILING_RECEIVED

Peakview Insurance, LLC 401(k) Plan

401(k) retirement plan · Peakview Insurance, LLC's Peakview Insurance, LLC 401(k) Plan held $7K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Peakview Insurance, LLC's EIN is 85-1280977.

EIN 85-1280977

Plan number 001

Plan year 2024

ACK ID 20250701193843NAL0012921393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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