PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN

[ EIN: 95-4836537 | Plan No. 001 ]

PEAK FINANCIAL PARTNERS, INC. 401(K) PLAN, sponsored by PEAK FINANCIAL PARTNERS, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 87 participants and total assets of $6,285,064 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: PEAK FINANCIAL PARTNERS, INC.

Location: 5900 CANOGA AVENUE STE 400, WOODLAND HILLS, CA 91367

EIN: 954836537

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 87

Total Assets: $6,285,064

---