Pinnacle Private Wealth

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

Active participants

2,515

Total plan assets

$395.9M

Filings (rows)

Direct comp

$227K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bottomline Technologies, Inc. Bottomline Technologies 401(k) Plan · all filings	PORTSMOUTH, NH	Advisor / Consultant	1,138	$207.0M	$82K	$0
Bottomline Technologies, Inc. Bottomline Technologies 401(k) Plan · all filings	PORTSMOUTH, NH	Advisor / Consultant	1,226	$169.8M	$115K	$0
Office Resources Incorporated Office Resources Incorporated 401(k) Profit Sharing Plan & Trust · all filings	BOSTON, MA	Other service providers	151	$19.1M	$30K	$0