Peak Retirement Group — 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 is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $212,688 and reported indirect compensation totals $31,402.
Reported compensation summary
- Reported direct compensation
- $212,688
- Reported indirect compensation
- $31,402
- Total reported compensation
- $244,090
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| The Employer Group, Inc. | WI | 1 | $104,437 |
| Kunes Country Ford-Lincoln, Inc. | WI | 1 | $68,801 |
| Park Bank | WI | 1 | $12,317 |
| Trachte, LLC | WI | 1 | $10,766 |
| Pyramax Bank, Fsb | WI | 1 | $9,388 |
| Scott Construction, Inc. | WI | 1 | $8,896 |
| Silver Birch Services, LLC | IL | 1 | $8,650 |
| Oak Ridge Care Center, Inc. | WI | 1 | $5,710 |
| Sendiks Fine Foods, Inc. | WI | 1 | $5,124 |
| Mandli Communications, Inc. | WI | 1 | $3,520 |
State footprint
Plans reporting Peak Retirement Group are sponsored in WI (11), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Employer Group, Inc. | The Employer Group Retirement Savings Plan | 2023 | $104,437 | $0 |
| Kunes Country Ford-Lincoln, Inc. | Kunes Retirement Plan | 2023 | $58,801 | $10,000 |
| Park Bank | Park Bank 401(K) Plan | 2023 | $2,317 | $10,000 |
| Trachte, LLC | Trachte, LLC 401(K) Plan | 2023 | $10,766 | not reported in the loaded dataset |
| Pyramax Bank, Fsb | Pyramax Bank, Fsb 401(K) Savings Plan | 2023 | $4,505 | $4,883 |
| Scott Construction, Inc. | Scott Construction, Inc. Hourly Employees Retirement Savings Plan | 2023 | $8,896 | not reported in the loaded dataset |
| Silver Birch Services, LLC | Silver Birch Living 401(K) Savings Plan | 2023 | $8,650 | $0 |
| Oak Ridge Care Center, Inc. | Oak Ridge Care Center Inc. 401(K) Plan | 2023 | $5,546 | $164 |
| Sendiks Fine Foods, Inc. | Sendik'S Fine Foods, Inc. 401(K) Plan | 2023 | $700 | $4,424 |
| Mandli Communications, Inc. | Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $1,589 | $1,931 |
| Agilex Business Solutions, LLC | Agilex Business Solutions 401(K) Plan | 2023 | $3,490 | $0 |
| Microprecision, LLC | Microprecision, LLC 401(K) Profit Sharing Plan | 2023 | $2,991 | not reported in the loaded dataset |
Related Form 5500 pages
- The Employer Group Retirement Savings Plan (plan 001)
- The Employer Group, Inc. — all reported plans
- Kunes Retirement Plan (plan 001)
- Kunes Country Ford-Lincoln, Inc. — all reported plans
- Park Bank 401(K) Plan (plan 001)
- Park Bank — all reported plans
- Trachte, LLC 401(K) Plan (plan 001)
- Trachte, LLC — all reported plans
- Pyramax Bank, Fsb 401(K) Savings Plan (plan 002)
- Pyramax Bank, Fsb — all reported plans
- Scott Construction, Inc. Hourly Employees Retirement Savings Plan (plan 001)
- Scott Construction, Inc. — all reported plans
- Silver Birch Living 401(K) Savings Plan (plan 001)
- Silver Birch Services, LLC — all reported plans
- Oak Ridge Care Center Inc. 401(K) Plan (plan 002)
- Oak Ridge Care Center, Inc. — all reported plans
- Sendik'S Fine Foods, Inc. 401(K) Plan (plan 001)
- Sendiks Fine Foods, Inc. — all reported plans
- Mandli Communications, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Mandli Communications, Inc. — all reported plans
- Agilex Business Solutions 401(K) Plan (plan 001)
- Agilex Business Solutions, LLC — all reported plans
- Microprecision, LLC 401(K) Profit Sharing Plan (plan 001)
- Microprecision, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources