Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PINNACLE CHARTER SCHOOL MANAGEMENT GROUP, LLC
EIN 46-2441133higher educationLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
32
9394 MELODY CIRCLE - PORT CHARLOTTE, FL 33981803-431-6009pinnaclecharteracademies.comLinkedIn11-50 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 32 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 CHARTER SCHOOL MANAGEMENT GROUP CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PINNACLE CHARTER SCHOOL MANAGEMENT GROUP 401(K) PLAN
401k
Assets$1.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PINNACLE CHARTER SCHOOL MANAGEMENT GROUP CASH BALANCE PLAN | CashBalance | $2.1M | 11 | 2025 | |
| 001 | PINNACLE CHARTER SCHOOL MANAGEMENT GROUP 401(K) PLAN | 401k | $1.3M | 21 | 2025 |
Retirement plans