Employers › Peak Technologies
Recordkeeping fees per participant · Peak Technologies, Inc. 401(k) Retirement Plan · plan year 2024
$6.46
Higher than 6% of the 5,847 plans $50 to 250M that report it.
= $3,995 / 618
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013145435NAL0001562049001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013145435NAL0001562049001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$6.46
Higher than 4% of the 8,758 plans $50 to 250M that report it.
= $3,995 / 618
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013145435NAL0001562049001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013145435NAL0001562049001, received 2025-10-13
Administrative expenses per participant
$136.90
Higher than 52% of the 9,042 plans $50 to 250M that report it.
= $84,603 / 618
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013145435NAL0001562049001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013145435NAL0001562049001, received 2025-10-13
Administrative expenses as a share of assets
0.091%
Higher than 34% of the 9,049 plans $50 to 250M that report it.
= $84,603 / $93,413,486
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013145435NAL0001562049001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013145435NAL0001562049001, received 2025-10-13
Employer contributions per participant
$2,396
Higher than 43% of the 9,105 plans $50 to 250M that report it.
= $1,480,637 / 618
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013145435NAL0001562049001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013145435NAL0001562049001, received 2025-10-13
Employer share of total contributions
22.3%
Higher than 26% of the 9,112 plans $50 to 250M that report it.
= $1,480,637 / $6,641,923
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013145435NAL0001562049001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013145435NAL0001562049001, received 2025-10-13
Plan terms are described in Peak Technologies, Inc.'s SEC filings: Form 10-K filed 1997-04-14. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2E profit-sharing · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013145435NAL0001562049001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PEAK TECHNOLOGIES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Plan name | PEAK TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Sponsor EIN / plan number | 36-3149386 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Sponsor location | LINTHICUM HEIGHTS, MD | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Industry (business code) | 493100, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Participants, beginning of year | 962 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Active participants | 790 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Participants, end of year | 950 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Participants with an account balance | 618 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total assets, beginning of year | $89,226,947 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total assets, end of year | $93,413,486 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Net assets, end of year | $93,278,607 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total income | $19,252,544 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Net income | $3,786,443 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Employer contributions | $1,480,637 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Participant contributions | $4,668,888 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $492,398 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total contributions | $6,641,923 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Benefit payments | $15,351,838 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $15,466,101 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Total administrative expenses | $84,603 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Recordkeeping fees | $3,995 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Investment advisory and management fees | $80,608 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Administrative expenses excluding investment management | $3,995 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Held in common/collective trusts | $2,903,264 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Held in mutual funds | $89,110,720 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013145435NAL0001562049001, received 2025-10-13 |
| Independent auditor | SMITH & HOWARD | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013145435NAL0001562049001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013145435NAL0001562049001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | 27 Investment advisory (plan) | $46,625 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $19,871 | no |
| MESIROW FINANCIAL | ADVISOR | 27 Investment advisory (plan) | $14,112 | |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $4,930 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013145435NAL0001562049001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $89,226,947 | $93,413,486 | 4.7% |
| Participants with a balance | 631 | 618 | -2.1% |
| Administrative expenses | $30,207 | $84,603 | 180.1% |
| Recordkeeping fees per participant | not reported | $6.46 | |
| Employer contributions | $1,446,644 | $1,480,637 | 2.3% |
Prior filing 20241015161104NAL0015051587001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: PEAK TECHNOLOGIES, INC.; SEC registrant: PEAK TECHNOLOGIES GROUP INC (CIK 886044, matched by EIN).