· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PINNACLE WEALTH MANAGEMENT, LLC — PINNACLE WEALTH MANAGEMENT, LLC. EMPLOYEE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250805135127NAL0004647474001
PINNACLE WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
PINNACLE WEALTH MANAGEMENT, LLC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PINNACLE WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
PINNACLE WEALTH MANAGEMENT, LLC
EIN
86-3938987
Address
2999 DOUGLAS BLVD., · SUITE #180 · ROSEVILLE, CA · 95661
Phone
(916) 772-0807
Industry
Finance & Insurance
see all
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
2025-08-05
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
INVESTORS CHOICE FINANCIAL SERVICES
INVESTORS CHOICE FINANCIAL SERVICES INC. 401K PLAN & TRUST
$1.1M · 3 participants
TRINITY INVESTMENT ADVISORS
TRINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN
$1.1M · 2 participants
IB CONSULTING, LLC
IB CONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.1M · 6 participants
EX NIHILO CAPITAL
EX NIHILO CAPITAL 401(K) PLAN
$1.1M · 516 participants
KILTEARN PARTNERS INC.
KILTEARN PARTNERS INC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 2 participants
JASON D. MARTY, LLC
JASON D. MARTY, LLC CASH BALANCE PLAN
$1.1M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
