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Original filing (PDF)20250731052349NAL0002849827001
PINNACLE TRANSPLANT TECHNOLOGIES
Form 5500
FILING_RECEIVED
PINNACLE TRANSPLANT TECHNOLOGIES 401(K) PROFIT SHARING PLAN AND T
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
169
Accounts w/ balance
212
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K" is 37% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE TRANSPLANT TECHNOLOGIES.
Plan sponsor
Name
PINNACLE TRANSPLANT TECHNOLOGIES
EIN
27-3684112
Address
1125 W PINNACLE PEAK RD - BLDG 2 · PHOENIX, AZ · 85027
Phone
(623) 277-5400
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES, INC. | 06-1493970 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
Investments
28 direct securities · 1 pooled fund· $5.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$5.2M
28 holdings
Common Collective Trust
$691
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.9M | 36.3% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $401K | 7.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $386K | 7.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $377K | 7.1% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $374K | 7.1% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $276K | 5.2% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $253K | 4.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $222K | 4.2% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $172K | 3.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $120K | 2.3% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $116K | 2.2% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $99K | 1.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $98K | 1.9% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $79K | 1.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $63K | 1.2% | |
| AMC EMERGING MKTS - R6 689 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $46K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $39K | 0.7% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $31K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $30K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $28K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $8K | 0.2% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $2K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $691 | <0.1% |
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