Peak Sport & Spine Retirement Savings Plan
Sponsored by Peak Sport & Spine · EIN 900180929 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 442
- With balances
- 441
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $85,266 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan), Direct payment from the plan | $10,086 |