Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Peak Retirement Group
Peak Retirement Group
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $125,679
Assets of those plans
$137,456,303
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$125,679
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 10 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kunes Retirement Plan | Kunes Country Ford-lincoln | $38,758,939 | 0 | $67,919 |
| Park Bank 401(k) Plan | Park Bank | $25,197,512 | 204 | $3,248 |
| Naviant, Inc. 401(k) Plan | Naviant | $21,711,700 | 157 | $2,775 |
| Power System Engineering, Inc. 401(k) Plan | Power System Engineering | $17,934,676 | 137 | $10,025 |
| Scott Construction, Inc. Hourly Employees Retirement Savings Plan | Scott Construction | $17,809,322 | 188 | $5,966 |
| Sleepy Hollow Auto Group 401(k) Plan | Sleepy Hollow Auto Group | $9,200,756 | 135 | $3,174 |
| Sendik's Fine Foods, Inc. 401(k) Plan | Sendiks Fine Foods | $5,947,256 | 121 | $1,275 |
| Oak Ridge Care Center Inc. 401(k) Plan | Oak Ridge Care Center | $896,142 | 176 | $4,793 |
| Trachte, LLC 401(k) Plan | Trachte | $0 | 372 | $12,924 |
| Mandli Communications, Inc. 401(k) Profit Sharing Plan and Trust | Mandli Communications | $0 | 0 | $13,580 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.