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  1. Companies/
  2. Pinnacle Wealth Management, LLC

Filings through Oct 24, 2026.

Pinnacle Wealth Management, LLC

EIN 86-3938987-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Health & Benefits
0
Participants
8
2999 DOUGLAS BLVD.,, SUITE #180 - ROSEVILLE, CA 95661916-772-0807LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.4M - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PINNACLE WEALTH MANAGEMENT, LLC. EMPLOYEE SAVINGS PLAN

401(k)

Assets$1.4M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PINNACLE WEALTH MANAGEMENT, LLC. EMPLOYEE SAVINGS PLAN401(k)$1.4M82025
  • PINNACLE WEALTH MANAGEMENT, LLC. EMPLOYEE SAVINGS PLAN$1.4M
    #001 · 401(k) · 20258
Retirement plans
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