Peak Wealth

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

191,521

Total plan assets

$36.0B

Filings (rows)

Direct comp

$372K

Indirect comp

Aggregating 2 name variants under "PEAK WEALTH"

Click a variant to view it alone

PEAK WEALTH SOLUTIONS14 PEAK WEALTH ADVISORS3

SERVICES PROVIDED

Advisor / Consultant13

Other service providers3

Investment manager1

Prospecting the plans that use Peak Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 17 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	68,206	$9.2B	$24K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	65,407	$7.5B	$25K	$0
The Cleveland Clinic Foundation Cleveland Clinic Savings and Investment Plan · all filings	CLEVELAND, OH	Advisor / Consultant	54,690	$6.3B	$18K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$4.3B	$13K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.7B	$12K	$0
The Cleveland Clinic Foundation The Cleveland Clinic Foundation DC Plans Master Trust · all filings	CLEVELAND, OH	Advisor / Consultant	—	$3.1B	$11K	$0
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Investment manager	—	$649.1M	$10K	$0
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Advisor / Consultant	—	$554.2M	$10K	$0
Healthequity Retirement Services, LLC Retirement Income Security Plan · all filings	DRAPER, UT	Advisor / Consultant	—	$446.2M	$9K	$0
The Cleveland Foundation The Cleveland Foundation Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	81	$24.0M	$47K	$0
The Cleveland Foundation The Cleveland Foundation Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	84	$22.2M	$48K	$0
The Cleveland Foundation The Cleveland Foundation Retirement Plan · all filings	CLEVELAND, OH	Advisor / Consultant	84	$20.6M	$33K	$0
R.E. Warner & Associates R.E. Warner & Associates Employees' Retirement Trust and Plan · all filings	NORTH OLMSTED, OH	Advisor / Consultant	200	$13.6M	$28K	$0
Coleman Professional Services Inc. Coleman Professional Services Employees 403(b) Plan · all filings	KENT, OH	Other service providers	866	$11.9M	$25K	$0
R.E. Warner & Associates R.E. Warner & Associates Employees' Retirement Trust and Plan · all filings	NORTH OLMSTED, OH	Advisor / Consultant	143	$10.2M	$25K	$0
Coleman Professional Services Inc. Coleman Professional Services Employees Pension Plan · all filings	KENT, OH	Other service providers	894	$10.1M	$12K	$0
Coleman Professional Services Inc. Coleman Professional Services Employees Pension Plan · all filings	KENT, OH	Other service providers	866	$9.6M	$20K	$0