How big is Pinnacle Insurance Solutions LLC's plan?

Pinnacle Insurance Solutions LLC's plan reported $2.9M in assets and 37 participants for 2024.

Original filing (PDF)20250530054615NAL0007837569001

Pinnacle Insurance Solutions LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Insurance Solutions LLC 401(k)

401(k) retirement plan · Pinnacle Insurance Solutions LLC's Pinnacle Insurance Solutions LLC 401(k) held $2.9M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Robert Serratelli signed Pinnacle Insurance Solutions LLC's 2024 Form 5500 as plan administrator.

Robert Serratelli — 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 Insurance Solutions LLC's EIN is 22-3693818.

EIN 22-3693818

Plan number 001

Plan year 2024

ACK ID 20250530054615NAL0007837569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Insurance Solutions 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 INSURANCE SOLUTIONS LLC.

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Plan health score

Above-average plan

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

Knocking points off