Patti Pertile signed Troy Practice Management, LLC DBA Pinnacle GI Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Troy Practice Management, LLC DBA Pinnacle GI Partners' EIN is 85-3798113.
Download the official 2024 Form 5500 (PDF) for Troy Practice Management, LLC DBA Pinnacle GI Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Troy Practice Management, LLC DBA Pinnacle GI Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| and Exchange- Traded Funds Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.7M | 21.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.8M | 19.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.0M | 8.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.7M | 7.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.8M | 5.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.7M | 4.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.5M | 4.2% | |
| MFS Value R6 | Mutual Funds | — | — | $1.5M | 4.1% | |
| Harbor Capital APP Retirement | Other securities | — | — | $1.2M | 3.5% | |
| Metwest Total Return Bond P | Other securities | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $977K | 2.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $747K | 2.1% | |
| American Funds EUROPAC Growth R6 | Mutual Funds | — | — | $601K | 1.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $577K | 1.6% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $563K | 1.6% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $431K | 1.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $419K | 1.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $419K | 1.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $409K | 1.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $362K | 1.0% | |
| Fidelity EXTD Market Index | Mutual Funds | — | — | $268K | 0.7% | |
| Allspring SPL Small Cap Value R6 | Other securities | — | — | $205K | 0.6% | |
| Self-Directed Brokerage Accounts Common stock, interest-bearing cash, and mutual funds/exchange-traded funds | Self-Directed Brokerage | — | — | $185K | 0.5% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $127K | 0.4% | |
| Fidelity GLB EX US Index | Mutual Funds | — | — | $87K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
