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Filings through Oct 24, 2026.

Sponsor portfolio

Pinecrest Family Office

EIN 92-0828286-management consulting-Latest filing 2025
Plans
1
Retirement
1
$943K assets
Welfare
0
Participants
98
18111 PRESTON ROAD SUITE 610 - DALLAS, TX 75252469-918-0053pinecrestconsulting.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$943K - 98 part

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Retirement#001

PINECREST FAMILY OFFICE 401(K) PLAN

401(k)

Assets$943K
Participants98
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINECREST FAMILY OFFICE 401(K) PLAN401(k)$943K982025
Retirement plans
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