Sponsor portfolioTH
PINNACLE INSURANCE & FINANCIAL SERVICES, LLC
EIN 26-1337123Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
78
12724 GRAN BAY PARKWAY, SUITE 150 - JACKSONVILLE, FL 32258904-423-8566
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PINNACLE INSURANCE & FINANCIAL SERVICES, LLC 401(K)PLAN | 401k | $3.9M | 78 | 2024 |
Retirement plans