Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN CONSULTING GROUP, INC.
EIN 20-1087845Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
10
971 NW 31ST AVE - POMPANO BEACH, FL 33069954-588-6552
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 10 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#002
PINNACLE CLAIM SERVICES CASH BALANCE PLAN
CashBalance
Assets$955K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PINNACLE CLAIM SERVICES 401(K) PLAN
401k
Assets$563K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PINNACLE CLAIM SERVICES CASH BALANCE PLAN | CashBalance | $955K | 5 | 2024 | |
| 001 | PINNACLE CLAIM SERVICES 401(K) PLAN | 401k | $563K | 5 | 2025 |
Retirement plans