# Peaksware Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/peaksware-holdings-llc-401k-plan

> Peaksware Holdings LLC's 401(k) plan: 251 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peaksware Holdings LLC

- **Sponsor EIN:** 611750687

- **Sponsor Address:** 285 CENTURY PLACE, LOUISVILLE, CO, 80027

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

- **Total Participants:** 251

- **Total Assets:** $32.5M

## 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

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

| 2024|251|$32.5M|$1.2M|$2.3M|

| 2023|264|$27.9M|$1.1M|$2.0M|

| 2022|261|$21.7M|$976,182|$1.8M|

## 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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$80,399|—|$80,399|

| ASCENSUS HOLDINGS INC DBA FUTUREPLA|CONTRACT ADMIN|$53,107|—|$53,107|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$52,378|—|$52,378|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,837|—|$11,837|

| BROCK AND COMPANY, CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROCK AND COMPANY, CPAS, P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $197,721

- **Estimated Expense Ratio:** 0.609% 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|$191,197|$92,236|$53,107|—|—|

| 2023|$150,864|$81,558|$12,671|$19,505|—|

| 2022|$159,125|$74,556|$29,131|—|$10,688|

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