Peak Rock Capital LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peak Rock Capital LLC
  • Sponsor EIN: 455458021
  • Sponsor Address: 13413 GALLERIA CIRCLE SUITE Q 300, AUSTIN, TX, 787386373
  • Plan Type: 401(k)
  • Total Participants: 64
  • Total Assets: $11.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202464$11.5M$1,146$1.2M
202362$8.2M$0$772,791
202254$6.0M$0$653,979

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