Assets by plan
Share of aggregate retirement assets
Filings through .
Pinnacle Orthopedic & Spine Specialists, LLC
EIN 03-0581605medical practiceLatest filing 2025
Plans
2
Retirement
2
$30.5M assets
Health & Benefits
0
Participants
167
700 MICHIGAN AVENUE - BUFFALO, NY 14203716-854-5700pinnacle-orthopedics.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $30.5M assets / 167 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PINNACLE ORTHOPEDIC & SPINE SPECIALISTS 401K
401(k)
Assets$18.1M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PINNACLE ORTHOPEDIC & SPINE SPECIALISTS CASH BALANCE PENSION PLAN
Cash balance
Assets$12.4M
Participants76
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PINNACLE ORTHOPEDIC & SPINE SPECIALISTS 401K | 401(k) | $18.1M | 91 | 2025 |
| #002 | PINNACLE ORTHOPEDIC & SPINE SPECIALISTS CASH BALANCE PENSION PLAN | Cash balance | $12.4M | 76 | 2025 |
- #001 · 401(k) · 202591
- #002 · Cash balance · 202576
Retirement plans