# Peak Holdings Corporation Employee Stock Ownership Plan DC Plan
Source: https://planprovider.pro/companies/peak-holdings-corporation-employee-stock-ownership-plan-plan-003-5770

> Peak Holdings Corporation Employee Stock Ownership Plan's DC plan: 826 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [UBS](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — Auditor

## 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|—|—|—|

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