Sponsor portfolio
PINNACLE WEALTH MANAGEMENT, LLC
EIN 45-1683259Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
8
20719 STERLINGTON DRIVE, SUITE 104 - LAND O LAKES, FL 34638813-387-4650
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 MANAGEMENT, LLC 401(K) PLAN | 401k | $1.2M | 8 | 2025 |
Retirement plans