Pinnacle Physicians, P.C. 401(k) Profit Sharing Plan
Sponsored by Pinnacle Physicians, P.C. · EIN 455341589 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 181
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $49,637 |
| Lpl Financial | Investment advisory (plan) | $45,317 |
| The Mandmarblestone Group Llc | Legal | $1,350 |