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Filings through Oct 24, 2026.

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Pinnacle Private Wealth Adviso

EIN 93-2304993-financial services-Latest filing 2025
Plans
1
Retirement
1
$306K assets
Welfare
0
Participants
7
10900 NE 4TH ST - BELLEVUE, WA 980045873206-492-8102pinnacleprivatewealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$306K - 7 part

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Retirement#001

PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$306K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST401(k)$306K72025
Retirement plans
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