How big is Peak Wooten McDaniel & Colwell LLP's plan?

Peak Wooten McDaniel & Colwell LLP's plan reported $4.8M in assets and 11 participants for 2025.

Original filing (PDF)20260327092933NAL0012724786001

Peak Wooten McDaniel & Colwell LLP

Name: Peak Wooten McDaniel & Colwell LLP — Peak Wooten, Form 5500 (2025)
Creator: Peak Wooten McDaniel & Colwell LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peak Wooten McDaniel & Colwell LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Peak Wooten McDaniel & Colwell LLP's Peak Wooten McDaniel & Colwell LLP 401(k) Profit Sharing Plan held $4.8M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Brandon Peak signed Peak Wooten McDaniel & Colwell LLP's 2025 Form 5500 as plan administrator.

Brandon Peak — 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 Wooten McDaniel & Colwell LLP's EIN is 87-3569432.

EIN 87-3569432

Plan number 001

Plan year 2025

ACK ID 20260327092933NAL0012724786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peak Wooten McDaniel & Colwell LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peak Wooten McDaniel & Colwell LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WOOTEN MCDANIEL & COLWELL LLP.

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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