How big is Pinnacle Partners Inc.'s plan?

Pinnacle Partners Inc.'s plan reported $12.1M in assets and 38 participants for 2024.

Original filing (PDF)20251014140951NAL0004184432001

Pinnacle Partners Inc.

Name: Pinnacle Partners Inc. — Pinnacle Partners Inc., Form 5500 (2024)
Creator: Pinnacle Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Partners Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Pinnacle Partners Inc.'s Pinnacle Partners Inc. 401(k) Retirement Savings Plan held $12.1M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

People on this filing

Brian Treece signed Pinnacle Partners Inc.'s 2024 Form 5500 as plan administrator.

Brian Treece — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pinnacle Partners Inc.'s EIN is 20-2137485.

EIN 20-2137485

Plan number 001

Plan year 2024

ACK ID 20251014140951NAL0004184432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinnacle Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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