· 2022–2024 · DOL EFAST2
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PINNACLE INVESTIMENTS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
350
Total plan assets
$16.4M
Filings (rows)
1
Direct comp
$36K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
COMFORT WINDOW CO., INC.
COMFORT WINDOW CO., INC. 401(K) SALARY DEFERRAL PLAN
SYRACUSE, NY
Advisor / Consultant
INVESTMENT ADVISOR
350
$16.4M
$36K
PINNACLE INVESTIMENTS — Form 5500 Service Provider Profile | Form 5500 Search
