Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLATINUM PEAK ADVISORS, LLC
EIN 65-0478991financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
2953 W. CYPRESS CREEK ROAD, STE 200 - FORT LAUDERDALE, FL 33309561-372-3050platinumpeak.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PLATINUM PEAK CASH BALANCE PLAN
CashBalance
Assets$923K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PLATINUM PEAK ADVISORS 401(K) PLAN
401k
Assets$652K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLATINUM PEAK CASH BALANCE PLAN | CashBalance | $923K | 3 | 2024 | |
| 001 | PLATINUM PEAK ADVISORS 401(K) PLAN | 401k | $652K | 3 | 2025 |
Retirement plans