Original filing (PDF)20251008144757NAL0013663554001

Pinnacle Dermatology Management LLC

Name: Pinnacle Dermatology Management LLC — Skin in the, Form 5500 (2024)
Creator: Pinnacle Dermatology Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Skin in the GAME 401(k) Plan

401(k) retirement plan · Pinnacle Dermatology Management LLC's Skin in the GAME 401(k) Plan held $87.8M in plan assets for 1,963 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,963

Accounts w/ balance

1,504

Plan assets (EOY)

$87.8M

Net assets (EOY)

$87.8M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 15K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE DERMATOLOGY MANAGEMENT LLC.

Plan sponsor

Name

PINNACLE DERMATOLOGY MANAGEMENT LLC

EIN

81-5044060all filings

Address

PINNACLE DERMATOLOGY 5141 VIRGINIA · BRENTWOOD, TN · 37027

Phone

(615) 271-2646

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$171K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$58K	—

Investments

28 direct securities· $87.8M(100% of reported assets)

Mutual Funds

$61.9M

21 holdings

Common Collective Trusts

$15.6M

1 holding

Other securities

$7.5M

4 holdings

Common Stocks

$2.0M

1 holding

Bonds / Notes

$767K

1 holding

					% of plan
FIDELITY 500 INDEX	Common Collective Trusts	—	—	$15.6M	17.8%
NUVEEN LIFECYCLE INDEX 2040 R6	Mutual Funds	—	—	$7.1M	8.1%
NUVEEN LIFECYCLE INDEX 2050 R6	Mutual Funds	—	—	$6.1M	6.9%
JPMORGAN LARGE CAP GROWTH R6	Other securities	—	—	$5.9M	6.7%
NUVEEN LIFECYCLE INDEX 2035 R6	Mutual Funds	—	—	$5.9M	6.7%
NUVEEN LIFECYCLE INDEX 2045 R6	Mutual Funds	—	—	$5.7M	6.4%
FIDELITY ADVISOR TOTAL BOND Z	Mutual Funds	—	—	$5.5M	6.3%
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL	Mutual Funds	—	—	$5.3M	6.0%
NUVEEN LIFECYCLE INDEX 2030 R6	Mutual Funds	—	—	$4.4M	5.0%
NUVEEN LIFECYCLE INDEX 2055 R6	Mutual Funds	—	—	$3.7M	4.2%
VANGUARD EQUITY-INCOME ADM	Mutual Funds	—	—	$3.2M	3.7%
NUVEEN LIFECYCLE INDEX 2025 R6	Mutual Funds	—	—	$2.7M	3.0%
VANGUARD SMALL CAP INDEX ADM	Mutual Funds	—	—	$2.1M	2.4%
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY KEY GUARANTEED PORTFOLIO FUND	Common Stocks	—	—	$2.0M	2.2%
AMERICAN FUNDS AMERICAN FUNDS NEW WORLD R6	Mutual Funds	—	—	$1.9M	2.2%
NUVEEN LIFECYCLE 2060 R6	Mutual Funds	—	—	$1.8M	2.0%
FIDELITY MID CAP INDEX	Mutual Funds	—	—	$1.6M	1.9%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL	Mutual Funds	—	—	$1.1M	1.2%
VANGUARD HIGH-YIELD CORPORATE ADM	Mutual Funds	—	—	$924K	1.1%
ALLSPRING SPECIAL MID CAP VALUE R6	Other securities	—	—	$831K	0.9%
COHEN & STEERS COHEN & STEERS REAL ESTATE SECURITIES Z	Other securities	—	—	$773K	0.9%
Participant loans Interest rates from 4.25% to 9.5% -	Bonds / Notes	—	—	$767K	0.9%
VANGUARD SMALL CAP VALUE INDEX ADMIRAL	Mutual Funds	—	—	$739K	0.8%
TIAA INVESTMENTS NUVEEN LIFECYCLE INDEX 2020 R6	Mutual Funds	—	—	$735K	0.8%
VANGUARD INFLATION-PROTECTED SECS ADM	Mutual Funds	—	—	$594K	0.7%
VANGUARD 'VANGUARD EXPLORER ADM	Mutual Funds	—	—	$498K	0.6%
NUVEEN LIFECYCLE INDEX 2065 R6	Mutual Funds	—	—	$414K	0.5%
HARTFORD WORLD BOND R6	Other securities	—	—	$65K	<0.1%