Plan Ledger DOL Form 5500 · updated monthly

Peak Holdings Corporation Employee Stock Ownership PlanESOP

PEAK HOLDINGS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · ST. HELANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peak Holdings Corporation Employee Stock Ownership Plan reported $160,607 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,519th-largest of 9,483 plans among California employers on file, and the 2,751st of 13,661 in manufacturing.

Plan summary
Net assets, end of year$60,464,965
Participants with balances896
Active participants826
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$67,483
Benefits paid to participants$52,651
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.5M · 896 accts
2023$57.8M · 896 accts
2022$56.5M · 918 accts
Administrative expenses, itemized · 2024
Investment management$160,207
Total administrative$160,607
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
UBS · Investment advisory (plan)$160,607

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$160,607 · 0.27%
2023$119,367 · 0.21%
2022$51,703 · 0.03%
Similar plansManufacturing · California
Griswold Industries CA$62.6M · 0.04%
Rocket Lab USA Inc. CA$62.0M · 0.17%
Chargepoint Inc. CA$61.8M · 0.14%
Corsair Memory, Inc. CA$60.5M · 0.28%
Tyan Computer Corporation CA$60.3M · 0.15%
Oyo Corporation U.S.A. CA$59.6M · 0.14%
Western Milling LLC CA$59.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882895770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.