How big is McPeak Wealth Management LLC's plan?

McPeak Wealth Management LLC's plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250612053003NAL0016485937001

McPeak Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

McPeak Wealth Management 401(k)

401(k) retirement plan · McPeak Wealth Management LLC's McPeak Wealth Management 401(k) held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Nick Rice signed McPeak Wealth Management LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

McPeak Wealth Management LLC's EIN is 99-0657510.

EIN 99-0657510

Plan number 001

Plan year 2024

ACK ID 20250612053003NAL0016485937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McPeak Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McPeak Wealth Management 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 MCPEAK WEALTH MANAGEMENT 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