# Peak Mental Health - Licensed Clinical Social Worker PC 401(k) Plan
Source: https://planprovider.pro/companies/peak-mental-health-licensed-clinical-social-worker-pc-880955883-001

> Peak Mental Health - Licensed Clinical Social Worker PC's 401(k) plan: 474 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Peak Mental Health - Licensed Clinical Social Worker PC

- **Sponsor EIN:** 880955883

- **Sponsor Address:** 9260 ALCOSTA BLVD BLDG A, SAN RAMON, CA, 94583

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 474

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|474|$1.5M|$0|$0|

| 2024|244|$456,371|$0|$312,422|

| 2023|138|$72,183|$0|$67,169|

## 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|

| PETER HOLTZ, CPA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|

| 2025|$56,707|$1,033|—|—|—|

| 2024|$12,217|—|—|—|—|

| 2023|$16|—|—|—|—|

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