Sponsor portfolio
PINNACLE WEALTH ADVISORS LLC
EIN 38-3540494financial servicesLatest filing 2024
Plans
1
Retirement
1
$35K assets
Welfare
0
Participants
3
3333 DEPOSIT DR. NE SUITE 110, SUITE 110 - GRAND RAPIDS, MI 49546616-913-3369pinnacle-wealth-advisors.comLinkedIn1-10 employeesfinancial services
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 WEALTH ADVISORS 401(K) PLAN | 401k | $35K | 3 | 2024 |
Retirement plans