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Original filing (PDF)20250930120316NAL0016455859001
TROY PRACTICE MANAGEMENT, LLC DBA PINNACLE GI PARTNERS
Form 5500
FILING_RECEIVED
PINNACLE GI PARTNERS EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Active participants
306
Accounts w/ balance
347
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROY PRACTICE MANAGEMENT, LLC DBA PINNACLE GI PARTNERS.
Plan sponsor
Name
TROY PRACTICE MANAGEMENT, LLC DBA PINNACLE GI PARTNERS
EIN
85-3798113
Address
1701 SOUTH BLVD E., STE 300 · ROCHESTER HILLS, MI · 48307
Phone
(248) 844-9710
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Investments
24 direct securities · 1 pooled fund· $35.5M(99% of reported assets)
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.
Uncategorized
$27.6M
23 holdings
Mutual Funds
$7.7M
1 holding
Common Collective Trust
$127K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| and Exchange- Traded Funds Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.7M | 21.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $6.8M | 19.1% | |
| Fidelity 500 Index | — | — | — | $3.0M | 8.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.7M | 7.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.8M | 5.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.7M | 4.7% | |
| Vanguard Target Retirement Income | — | — | — | $1.5M | 4.2% | |
| MFS Value R6 | — | — | — | $1.5M | 4.1% | |
| Harbor Capital APP Retirement | — | — | — | $1.2M | 3.5% | |
| Metwest Total Return Bond P | — | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $977K | 2.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $747K | 2.1% | |
| American Funds EUROPAC Growth R6 | — | — | — | $601K | 1.7% | |
| Fidelity US Bond Index | — | — | — | $577K | 1.6% | |
| Principal Small Cap Growth I R6 | — | — | — | $563K | 1.6% | |
| MFS Mid Cap Value R6 | — | — | — | $431K | 1.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $419K | 1.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $419K | 1.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $409K | 1.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $362K | 1.0% | |
| Fidelity EXTD Market Index | — | — | — | $268K | 0.7% | |
| Allspring SPL Small Cap Value R6 | — | — | — | $205K | 0.6% | |
| Self-Directed Brokerage Accounts Common stock, interest-bearing cash, and mutual funds/exchange-traded funds | — | — | — | $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 | — | — | — | $87K | 0.2% |
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