Chrissy Suniga signed Pinnergy, Ltd.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnergy, Ltd.'s EIN is 75-2409786.
Download the official 2025 Form 5500 (PDF) for Pinnergy, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Pinnergy, Ltd.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $40K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2040 K6 Mutual Fund | Mutual Funds | — | — | $1.7M | 15.5% | |
| FIDELITY FREEDOM BLEND 2025 K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 9.6% | |
| FIDELITY FREEDOM BLEND 2045 K6 Mutual Fund | Mutual Funds | — | — | $917K | 8.5% | |
| FIDELITY FREEDOM BLEND 2030 K6 Mutual Fund | Mutual Funds | — | — | $915K | 8.5% | |
| FIDELITY FREEDOM BLEND 2035 K6 Mutual Fund | Mutual Funds | — | — | $756K | 7.0% | |
| VANGUARD 500 INDEX ADM Mutual Fund | Common Collective Trusts | — | — | $748K | 6.9% | |
| FIDELITY FREEDOM BLEND 2020 K6 Mutual Fund | Mutual Funds | — | — | $724K | 6.7% | |
| FIDELITY FREEDOM BLEND 2050 K6 Mutual Fund | Mutual Funds | — | — | $678K | 6.3% | |
| PARTICIPANT NOTES RECEIVABLE Interest 4.25% - 9.50% | Bonds / Notes | — | — | $631K | 5.8% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $414K | 3.8% | |
| FIDELITY FREEDOM BLEND 2055 K6 Mutual Fund | Mutual Funds | — | — | $294K | 2.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $250K | 2.3% | |
| VANGUARD ENERGY INDEX ADM Mutual Fund | Mutual Funds | — | — | $247K | 2.3% | |
| FIDELITY FREEDOM BLEND 2060 K6 Mutual Fund | Mutual Funds | — | — | $209K | 1.9% | |
| VANGUARD SMALL CAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $184K | 1.7% | |
| VANGUARD EQUITY INC ADM Mutual Fund | Mutual Funds | — | — | $149K | 1.4% | |
| FIDELITY FREEDOM BLEND INC K6 Mutual Fund | Mutual Funds | — | — | $142K | 1.3% | |
| ADM DWS REAL ESTATE R6 Mutual Fund | Other securities | — | — | $135K | 1.2% | |
| FIDELITY INFLATION-PROTECTED BOND INDEX Mutual Fund | Mutual Funds | — | — | $106K | 1.0% | |
| BAIRD AGGREGATE BOND INST Mutual Fund | Other securities | — | — | $96K | 0.9% | |
| FIDELITY FREEDOM BLEND 2065 K6 Mutual Fund | Mutual Funds | — | — | $87K | 0.8% | |
| BAIRD SHORT TERM BOND IS Mutual Fund | Other securities | — | — | $61K | 0.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $59K | 0.5% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $55K | 0.5% | |
| T. ROWE PRICE OVERSEAS STOCK I Mutual Fund | Other securities | — | — | $54K | 0.5% | |
| JPMORGAN GLOBAL BOND OPP R6 Mutual Fund | Other securities | — | — | $41K | 0.4% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $34K | 0.3% | |
| T. ROWE PRICE DIVERS MID CAP GROWTH I Mutual Fund | Other securities | — | — | $29K | 0.3% | |
| AMERICAN CENTURY SMALL CAP GR R6 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| VANGUARD EMERGING MARK STOCK INDEX Mutual Fund | Mutual Funds | — | — | $24K | 0.2% | |
| FRANKLIN SMALL CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| FIDELITY FREEDOM BLEND 2070 K6 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
