How big is Pinnacle Alliance LLC's plan?

Pinnacle Alliance LLC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20251015032145NAL0001958979001

Pinnacle Alliance LLC

Name: Pinnacle Alliance LLC — Pinnacle Alliance LLC 401(k), Form 5500 (2024)
Creator: Pinnacle Alliance LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Alliance LLC 401(k) Plan

401(k) retirement plan · Pinnacle Alliance LLC's Pinnacle Alliance LLC 401(k) Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Pinnacle Alliance LLC's EIN is 26-0806627.

EIN 26-0806627

Plan number 001

Plan year 2024

ACK ID 20251015032145NAL0001958979001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Alliance LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

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 (86th percentile).

Plan sponsor

Name

PINNACLE ALLIANCE LLC

EIN

all filings

Address

P.O. BOX 1649 · BETHLEHEM, PA · 18016

Phone

(484) 550-6337

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator