How big is Pinecrest Family Office's plan?

Pinecrest Family Office's plan reported $266K in assets and 56 participants for 2024.

Original filing (PDF)20250721095215NAL0001668528001

Pinecrest Family Office

Name: Pinecrest Family Office — Pinecrest Family Office, Form 5500 (2024)
Creator: Pinecrest Family Office
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinecrest Family Office 401(k) Plan

401(k) retirement plan · Pinecrest Family Office's Pinecrest Family Office 401(k) Plan held $266K in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Marcus Bowie signed Pinecrest Family Office's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pinecrest Family Office's EIN is 92-0828286.

EIN 92-0828286

Plan number 001

Plan year 2024

ACK ID 20250721095215NAL0001668528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinecrest Family Office from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinecrest Family Office's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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