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Original filing (PDF)20250919154427NAL0005629954001
PINNACLE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
PINNACLE SOLUTIONS, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
36% in single holding
Active participants
0
Accounts w/ balance
367
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "United States of America Treasury note, maturity date of 01/31/2025, 4.125%, par value of 10,000,000" is 36% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE SOLUTIONS, LLC.
Plan sponsor
Name
PINNACLE SOLUTIONS, LLC
EIN
26-1886656
Address
1300 ENTERPRISE WAY · SUITE 400 · HUNTSVILLE, AL · 35806
Phone
(256) 327-4181
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURA | 82-2898965 | — | TRUSTEE | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS AUDIT | 44-1060260 | — | ACCOUNTANT | $20K | — |
Investments
6 direct securities· $27.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| United States of America Treasury note, maturity date of 01/31/2025, 4.125%, par value of 10,000,000 | — | — | $10.0M | $10.0M | 36.3% | |
| United States of America Treasury note, maturity date of 01/31/2025, 2.50%, par value of 10,000,000 | — | — | $10.0M | $10.0M | 36.2% | |
| U.S. government obligations United States of America Treasury note, maturity date of 01/31/2025, 1.375%, par value of 7,220,600 | — | — | $7.2M | $7.2M | 26.1% | |
| United States of America Accrued interest receivable | — | — | $317K | $317K | 1.1% | |
| Morgan Stanley Money market accounts | — | — | $33K | $33K | 0.1% | |
| Pacific Premier Bank Business money market | — | — | $13K | $13K | <0.1% |