How big is Pinnacle Trust Partners, LLC's plan?

Pinnacle Trust Partners, LLC's plan reported $3.3M in assets and 5 participants for 2024.

Original filing (PDF)20251009004319NAL0010601696001

Pinnacle Trust Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Trust Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pinnacle Trust Partners, LLC's Pinnacle Trust Partners, LLC 401(k) Profit Sharing Plan held $3.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Meggan Major for TRPC signed Pinnacle Trust Partners, LLC's 2024 Form 5500 as plan administrator.

Meggan Major for TRPC — 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 Trust Partners, LLC's EIN is 61-1478636.

EIN 61-1478636

Plan number 001

Plan year 2024

ACK ID 20251009004319NAL0010601696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Trust Partners, 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 TRUST PARTNERS, 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 (98th percentile).

Plan sponsor

Name

PINNACLE TRUST PARTNERS, LLC

EIN

all filings

Address

41 CROSSROADS PLAZA PMB 263 · WEST HARTFORD, CT · 061172402

Phone

(860) 264-1595

Industry

Finance & Insurance

Plan administrator