Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PINNACLE PLAN MANAGEMENT, INC.
EIN 83-2026102hospital & health careLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
29 BURNING TREE COURT - NAPA, CA 94558510-882-5981pinnacletpa.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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#001
PINNACLE PLAN MANAGEMENT, INC. RETIREMENT PLAN
401k
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PINNACLE PLAN MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$904K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PINNACLE PLAN MANAGEMENT, INC. RETIREMENT PLAN | 401k | $1.2M | 2 | 2024 | |
| 002 | PINNACLE PLAN MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $904K | 2 | 2024 |
Retirement plans