Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PINNACLE ORTHOPEDIC & SPINE SPECIALISTS, LLC
EIN 03-0581605medical practiceLatest filing 2025
Plans
2
Retirement
2
$29.0M assets
Welfare
0
Participants
160
700 MICHIGAN AVENUE - BUFFALO, NY 14203716-854-5700pinnacle-orthopedics.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.0M assets / 160 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PINNACLE ORTHOPEDIC & SPINE SPECIALISTS 401K
401k
Assets$18.1M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PINNACLE ORTHOPEDIC & SPINE SPECIALISTS CASH BALANCE PENSION PLAN
CashBalance
Assets$10.9M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PINNACLE ORTHOPEDIC & SPINE SPECIALISTS 401K | 401k | $18.1M | 91 | 2025 | |
| 002 | PINNACLE ORTHOPEDIC & SPINE SPECIALISTS CASH BALANCE PENSION PLAN | CashBalance | $10.9M | 69 | 2024 |
Retirement plans