Original filing (PDF)20230806090234NAL0048360082001

PINECREST WEALTH ADVISORS LLC

Name: PINECREST WEALTH ADVISORS LLC — PINECREST WEALTH ADVISORS LLC 401K, Form 5500 (2022)
Creator: PINECREST WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

PINECREST WEALTH ADVISORS LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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.

Decision-maker contacts

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

Plan sponsor

Name

PINECREST WEALTH ADVISORS LLC

EIN

87-1400061

Address

15715 SOUTH DIXIE HWY · 305 · MIAMI, FL · 33157

Phone

(305) 987-6202

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-02-01

Tax period

2022-12-31

Filed

2023-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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