AUMdb

Peak Industrial Inc. Retirement Savings Plan

Sponsored by Peak Industrial Inc. · EIN 452792810 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
205
With balances
180

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
New Port Group, Inc Recordkeeping fees, Other fees, Direct payment from the plan $33,185
Soltis Investment Advisors Llc Recordkeeping, Trustee (institutional), Other services $11,781
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $1,552
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0