Sponsor portfolio
PEAK WEALTH MANAGEMENT LLC
EIN 46-4362594financial servicesLatest filing 2024
Plans
1
Retirement
1
$421K assets
Welfare
0
Participants
4
8300 CARMEL AVENUE NORTH EAST, SUITE 103 - ALBUQUERQUE, NM 87122505-275-2436peakwealthabq.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEAK WEALTH MANAGEMENT 401(K) PLAN | 401k | $421K | 4 | 2024 |
Retirement plans