Original filing (PDF)20250730131239NAL0006715312001

JAMES A YAEGER, INC DBA PINNACLE WINE AND LIQUOR

Name: JAMES A YAEGER, INC DBA PINNACLE WINE AND LIQUOR — JAMES A YAEGER, INC. DBA PINNACLE LIQUOR 401(K) PLAN, Form 5500 (2024)
Creator: JAMES A YAEGER, INC DBA PINNACLE WINE AND LIQUOR

Form 5500-SF

FILING_RECEIVED

JAMES A YAEGER, INC. DBA PINNACLE LIQUOR 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES A YAEGER, INC DBA PINNACLE WINE AND LIQUOR.

Plan sponsor

Name

JAMES A YAEGER, INC DBA PINNACLE WINE AND LIQUOR

EIN

16-1527229

Address

1720 MONROE AVENUE · ROCHESTER, NY · 14618

Phone

(585) 271-4931

Industry

Retail Tradesee all

Plan administrator