Peak Retirement Group LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peak Retirement Group LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,544 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $27,544
- Reported indirect compensation
- $0
- Total reported compensation
- $27,544
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Special & Superior Officers Benevolent Association Welfare Fund | NY | 1 | $18,000 |
| Ssoba Defined Contribution Retirement Fund | NY | 1 | $9,544 |
State footprint
Plans reporting Peak Retirement Group LLC are sponsored in NY (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Special & Superior Officers Benevolent Association Welfare Fund | Special & Superior Officers Benevolent Association Welfare Fund | 2023 | $18,000 | $0 |
| Ssoba Defined Contribution Retirement Fund | Ssoba Defined Contribution Retirement Fund | 2023 | $9,544 | not reported in the loaded dataset |
Related Form 5500 pages
- Special & Superior Officers Benevolent Association Welfare Fund (plan 501)
- Special & Superior Officers Benevolent Association Welfare Fund — all reported plans
- Ssoba Defined Contribution Retirement Fund (plan 001)
- Ssoba Defined Contribution Retirement Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources