Plan Snapshot
- Plan Sponsor: Peak Holdings Corporation Employee Stock Ownership Plan
- Sponsor EIN: 882895770
- Sponsor Address: 1334-B VIDOVICH AVENUE, ST. HELANA, CA, 94574
- Plan Type: DC
- Total Participants: 826
- Total Assets: $60.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 826 | $60.5M | $0 | $0 |
| 2023 | 826 | $57.8M | $0 | $0 |
| 2022 | 826 | $56.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UBS | INVESTMENT ADVISORY | $160,607 | — | $160,607 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,607
- Estimated Expense Ratio: 0.266% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $160,607 | $160,207 | — | — | — |
| 2023 | $119,367 | $119,117 | — | — | — |
| 2022 | $51,703 | $51,703 | — | — | — |