Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
PEAK TECHNOLOGY PARTNERS
EIN 81-4079069investment bankingLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
35
1990 CAMINO A LOS CERROS - MENLO PARK, CA 94025415-347-1632peaktechnologypartners.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 35 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
PEAK TECHNOLOGY PARTNERS CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PEAK TECHNOLOGY PARTNERS 401(K) PLAN & TRUST
401k
Assets$769K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PEAK TECHNOLOGY PARTNERS CASH BALANCE PLAN & TRUST | CashBalance | $2.0M | 17 | 2025 | |
| 001 | PEAK TECHNOLOGY PARTNERS 401(K) PLAN & TRUST | 401k | $769K | 18 | 2024 |
Retirement plans