Original filing (PDF)20251008153250NAL0009702688001

PINNACLE PORTFOLIO ADVISORS, LLC

Name: PINNACLE PORTFOLIO ADVISORS, LLC — PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PINNACLE PORTFOLIO ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$472K

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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PINNACLE PORTFOLIO ADVISORS, LLC

EIN

81-5285484all filings

Address

1673 RIDGE POINT PLACE · BOISE, ID · 83712

Phone

(208) 813-3181

Industry