AUMdb

Pinnacle Medical Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Pinnacle Medical Group, Inc. · EIN 770508373 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Compound Value Advisers, Llc CRD 168084 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Compound Value Advisers Investment management $8,853
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $4,329