Alexander Andrusyszyn signed Pinnacle Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Solutions, LLC's EIN is 26-1886656.
Download the official 2024 Form 5500 (PDF) for Pinnacle Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinnacle Solutions, LLC's plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURA | 82-2898965 | — | TRUSTEE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS AUDIT | 44-1060260 | — | ACCOUNTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United States of America Treasury note, maturity date of 01/31/2025, 4.125%, par value of 10,000,000 | U.S. Treasuries | — | $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 | U.S. Treasuries | — | $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 | U.S. Treasuries | — | $7.2M | $7.2M | 26.1% | |
| United States of America Accrued interest receivable | Other securities | — | $317K | $317K | 1.1% | |
| Morgan Stanley Money market accounts | Cash / Money Market | — | $33K | $33K | 0.1% | |
| Pacific Premier Bank Business money market | Cash / Money Market | — | $13K | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
