P 401(k) Plan Report

Stable plan record

PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST

Sponsored by PEAK360 WEALTH MANAGEMENT LLC · EIN/PN 833117297-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,925
Administrative cost per participant
2025
$272
Active participants
2025
8
Total plan assets
2025
$190,002
Participant loans as a share of assets
2025
4.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260522175912NAL00043043200018$1,925
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.