Sponsor portfolio

PINNACLE WEALTH ADVISORS

EIN 93-1133012investment managementLatest filing 2025

Plans

Retirement

$1.3M assets

Welfare

Participants

9200 SE SUNNYBROOK BLVD., STE. 170 - CLACKAMAS, OR 97015503-654-5100thinkpinnacle.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$1.3M - 12 part

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Retirement#001

PINNACLE WEALTH ADVISORS, INC. 401(K) PSP

401k

Assets$1.3M

Participants12

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PINNACLE WEALTH ADVISORS, INC. 401(K) PSP	401k	$1.3M	12	2025

Retirement plans