How big is Pinnacle Holdings, LLC's plan?

Pinnacle Holdings, LLC's plan reported $4.6M in assets and 5 participants for 2024.

Original filing (PDF)20250819135003NAL0003881920001

Pinnacle Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Holdings, LLC 401(k) Plan

401(k) retirement plan · Pinnacle Holdings, LLC's Pinnacle Holdings, LLC 401(k) Plan held $4.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

David Poarch signed Pinnacle Holdings, LLC's 2024 Form 5500 as plan administrator.

David Poarch — 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 Holdings, LLC's EIN is 20-4065035.

EIN 20-4065035

Plan number 001

Plan year 2024

ACK ID 20250819135003NAL0003881920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 HOLDINGS, LLC.

Finding similar companies…

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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PINNACLE HOLDINGS, LLC

EIN

all filings

Address

1616 EAST 15TH STREET · TULSA, OK · 74120

Phone

(918) 582-6864

Industry

Finance & Insurance

Plan administrator