Peak Technologies, Inc. 401(k) Retirement Plan
Sponsored by Peak Technologies, Inc. · EIN 363149386 · Plan #003
- Total assets
- $93.4M
- Net assets
- $93.3M
- Active participants
- 790
- With balances
- 618
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $46,625 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,871 |
| Mesirow Financial | Investment advisory (plan) | $14,112 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,930 |