· 2022–2024 · DOL EFAST2
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PINNACLE PORTFOLIO MGMT
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
144
Total plan assets
$23.4M
Filings (rows)
1
Direct comp
$12K
Indirect comp
$0
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
FOX VALLEY TOOL & DIE, INC.
FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN
KAUKAUNA, WI
Other service providers
144
$23.4M
$12K
$0
PINNACLE PORTFOLIO MGMT — Form 5500 Service Provider Profile | Form 5500 Search