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  1. Companies/
  2. McPeak Wealth Management LLC

Filings through Oct 24, 2026.

McPeak Wealth Management LLC

EIN 99-0657510-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.9M assets
Health & Benefits
0
Participants
14
201 SHORE RD - LINWOOD, NJ 08221609-365-7343
Plans on this EIN
1 filing
#001401(k)-$4.9M - 14 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MCPEAK WEALTH MANAGEMENT 401K

401(k)

Assets$4.9M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MCPEAK WEALTH MANAGEMENT 401K401(k)$4.9M142025
  • MCPEAK WEALTH MANAGEMENT 401K$4.9M
    #001 · 401(k) · 202514
Retirement plans
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