AUMdb

Pinnacle Employee Services, Llc 401(k) And Profit Sharing Plan

Sponsored by Pinnacle Employee Services, Llc · EIN 471368882 · Plan #333

Total assets
$34.9M
Net assets
$34.9M
Active participants
2,521
With balances
888

Plan year beginning 01/01/2024 · 401(k)

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $57,833
Bonadio & Co. Cpa's Llp Accounting, Direct payment from the plan $22,482