How big is Peak Investment Solutions, LLC's plan?

Peak Investment Solutions, LLC's plan reported $761K in assets and 3 participants for 2025.

Original filing (PDF)20260508114630NAL0004709488001

Peak Investment Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Peak Investment Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Peak Investment Solutions, LLC's Peak Investment Solutions 401(k) Profit Sharing Plan held $761K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

People on this filing

Kenneth POPE signed Peak Investment Solutions, LLC's 2025 Form 5500 as plan administrator.

Kenneth POPE — 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 Investment Solutions, LLC's EIN is 94-3344359.

EIN 94-3344359

Plan number 001

Plan year 2025

ACK ID 20260508114630NAL0004709488001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Peak Investment Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Peak Investment Solutions, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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