How big is Peak Strategic's plan?

Peak Strategic's plan reported $36K in assets and 4 participants for 2024.

Original filing (PDF)20250908174013NAL0019657025001

Peak Strategic

Name: Peak Strategic — Peak Strategic 401(k) P/S Plan, Form 5500 (2024)
Creator: Peak Strategic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Strategic 401(k) P/S Plan

401(k) retirement plan · Peak Strategic's Peak Strategic 401(k) P/S Plan held $36K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

James KOON signed Peak Strategic's 2024 Form 5500 as plan administrator.

James KOON — 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 Strategic's EIN is 87-3282444.

EIN 87-3282444

Plan number 001

Plan year 2024

ACK ID 20250908174013NAL0019657025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peak Strategic'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 PEAK STRATEGIC.

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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