Plan Snapshot
- Plan Sponsor: Peak Technologies, INC.
- Sponsor EIN: 363149386
- Sponsor Address: 901 ELKRIDGE LANDING RD, LINTHICUM HEIGHTS, MD, 21090
- Plan Type: 401(k)
- Total Participants: 790
- Total Assets: $93.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 790 | $93.4M | $1.5M | $4.7M |
| 2023 | 807 | $89.2M | $1.4M | $5.1M |
| 2022 | 313 | $43.8M | $494,325 | $2.2M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | $46,625 | — | $46,625 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,871 | — | $19,871 |
| MESIROW FINANCIAL | ADVISOR | $14,112 | — | $14,112 |
| SMITH & HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- MESIROW FINANCIAL — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,608
- Estimated Expense Ratio: 0.086% 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 | $84,603 | $80,608 | — | — | — |
| 2023 | $30,207 | $68,949 | — | — | — |
| 2022 | $69,171 | $14,923 | — | — | — |