How big is Pinnacle Real Estate Advisors LLC's plan?

Pinnacle Real Estate Advisors LLC's plan reported $3.2M in assets and 12 participants for 2024.

Original filing (PDF)20251014143638NAL0003036305001

Pinnacle Real Estate Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Real Estate Advisors, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Pinnacle Real Estate Advisors LLC's Pinnacle Real Estate Advisors, LLC 401(k) Profit Sharing Plan and Trust held $3.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Emily Cedars signed Pinnacle Real Estate Advisors LLC's 2024 Form 5500 as plan administrator.

Emily Cedars — 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 Real Estate Advisors LLC's EIN is 20-5266806.

EIN 20-5266806

Plan number 001

Plan year 2024

ACK ID 20251014143638NAL0003036305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Real Estate Advisors LLC'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 REAL ESTATE ADVISORS 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PINNACLE REAL ESTATE ADVISORS LLC

EIN

all filings

Address

ONE BROADWAY · STE. A300 · DENVER, CO · 80203

Phone

(303) 962-9560

Industry

Real Estate

Plan administrator