How big is Pinnacle Portfolio Advisors, LLC's plan?

Pinnacle Portfolio Advisors, LLC's plan reported $474K in assets and 3 participants for 2024.

Original filing (PDF)20251008153250NAL0009702688001

Pinnacle Portfolio Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Portfolio Advisors, LLC 401(k) Plan

401(k) retirement plan · Pinnacle Portfolio Advisors, LLC's Pinnacle Portfolio Advisors, LLC 401(k) Plan held $474K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$472K

People on this filing

BERT Ellis signed Pinnacle Portfolio Advisors, LLC's 2024 Form 5500 as plan administrator.

BERT Ellis — 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 Portfolio Advisors, LLC's EIN is 81-5285484.

EIN 81-5285484

Plan number 001

Plan year 2024

ACK ID 20251008153250NAL0009702688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Portfolio Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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).

Plan sponsor

Name

PINNACLE PORTFOLIO ADVISORS, LLC

EIN

all filings

Address

1673 RIDGE POINT PLACE · BOISE, ID · 83712

Phone

(208) 813-3181

Industry

Finance & Insurance

Plan administrator