How big is Pinnacle Capital Advisors, LLC's plan?

Pinnacle Capital Advisors, LLC's plan reported $709K in assets and 2 participants for 2025.

Original filing (PDF)20260326101024NAL0005478961001

Pinnacle Capital Advisors, LLC

Name: Pinnacle Capital Advisors, LLC — Pinnacle Capital, Form 5500 (2025)
Creator: Pinnacle Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Capital Advisors, LLC Retirement Plan

Defined-contribution retirement plan · Pinnacle Capital Advisors, LLC's Pinnacle Capital Advisors, LLC Retirement Plan held $709K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan identifiers

Pinnacle Capital Advisors, LLC's EIN is 05-0558238.

EIN 05-0558238

Plan number 001

Plan year 2025

ACK ID 20260326101024NAL0005478961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pinnacle Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pinnacle Capital Advisors, LLC's plan includes ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score