AUMdb

Pinnacle Solutions, Llc Profit Sharing Plan

Sponsored by Pinnacle Solutions, Llc · EIN 261886656 · Plan #002

Total assets
$27.6M
Net assets
$27.6M
Active participants
0
With balances
367

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ventura Trustee (directed), Direct payment from the plan $27,000
Forvis Audit Accounting, Direct payment from the plan $20,453