# Peak Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/peak-ryzex-inc-401k-plan

> Peak Technologies, INC.'s 401(k) plan: 790 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MESIROW FINANCIAL](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — 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|—|—|—|

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