How big is Peakview Capital Services, LLC's plan?

Peakview Capital Services, LLC's plan reported $913K in assets and 5 participants for 2025.

Original filing (PDF)20260523081634NAL0008536946001

Peakview Capital Services, LLC

Name: Peakview Capital Services, LLC — Peakview Capital, Form 5500 (2025)
Creator: Peakview Capital Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peakview Capital Services, LLC 401(k)

401(k) retirement plan · Peakview Capital Services, LLC's Peakview Capital Services, LLC 401(k) held $913K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

People on this filing

Stacy XU signed Peakview Capital Services, LLC's 2025 Form 5500 as plan administrator.

Stacy XU — 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

Peakview Capital Services, LLC's EIN is 92-1889653.

EIN 92-1889653

Plan number 001

Plan year 2025

ACK ID 20260523081634NAL0008536946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peakview Capital Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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