Peak Brokerage Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

368

Total plan assets

$10.0M

Filings (rows)

Direct comp

Indirect comp

$57K

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sanibel Captiva Beach Resorts, LLC Sanibel Captiva Beach Resorts, LLC · all filings	CAPTIVA ISLAND, FL	Advisor / Consultant	111	$3.6M	$0	$17K
Sanibel Captiva Beach Resorts, LLC Sanibel Captiva Beach Resorts, LLC · all filings	CAPTIVA ISLAND, FL	Advisor / Consultant	112	$3.5M	$0	$21K
Sanibel Captiva Beach Resorts, LLC Sanibel Captiva Beach Resorts, LLC 401(k) Profit Sharing Plan · all filings	CAPTIVA, FL	Advisor / Consultant	145	$2.9M	$0	$19K