How big is 14peaks Capital Advisors LLC's plan?

14peaks Capital Advisors LLC's plan reported $18K in assets and 1 participants for 2025.

Original filing (PDF)20260504220600NAL0000303537088

14peaks Capital Advisors LLC

Name: 14peaks Capital Advisors LLC — 14peaks Capital, Form 5500 (2025)
Creator: 14peaks Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

14peaks Capital Advisors 401(k) Plan

401(k) retirement plan · 14peaks Capital Advisors LLC's 14peaks Capital Advisors 401(k) Plan held $18K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

14peaks Capital Advisors LLC's EIN is 99-1384447.

EIN 99-1384447

Plan number 001

Plan year 2025

ACK ID 20260504220600NAL0000303537088

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 14peaks Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

14peaks Capital Advisors 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 14PEAKS CAPITAL ADVISORS 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