Original filing (PDF)20250721095215NAL0001668528001

PINECREST FAMILY OFFICE

Name: PINECREST FAMILY OFFICE — PINECREST FAMILY OFFICE 401(K) PLAN, Form 5500 (2024)
Creator: PINECREST FAMILY OFFICE

Form 5500-SF

FILING_RECEIVED

PINECREST FAMILY OFFICE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

Plan health score

Above-average plan

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 FAMILY OFFICE.

Plan sponsor

Name

PINECREST FAMILY OFFICE

EIN

92-0828286all filings

Address

18111 PRESTON ROAD SUITE 610 · DALLAS, TX · 75252

Phone

(469) 918-0053

Industry

Finance & Insurancesee 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

2025-07-21

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LEADER HOLDING COMPANY, INC.

LEADER HOLDING COMPANY, INC. CASH BALANCE PLAN

$266K · 3 participants

MILLENNIAL WEALTH LLC

MILLENNIAL WEALTH LLC 401(K) PLAN

$266K · 4 participants

NORWOOD ECONOMICS, INC.

NORWOOD ECONOMICS, INC. 401(K) PLAN

$266K · 4 participants

FOOT & ANKLE DOCTORS INC

FOOT & ANKLE DOCTORS INC 401(K) PROFIT SHARING PLAN & TRUST

$266K · 25 participants

PERSONAL FINANCIAL STRATEGIES

PFS 401(K) PLAN

$266K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.