Filings through .
Pinnacle Pension Services
Matched across 12 name variants in the filings
Pinnacle Pension Services summary
Pinnacle Pension Services appears on 43 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.2B in assets for 31,277 participants. The median client plan holds $21.6M. Most client plans are sponsored in ID, MA and NH. The largest clients by plan assets are Toast, Inc., Fast LP and Gei Consultants, Inc.. Plans reported $865K in direct and indirect compensation paid to Pinnacle Pension Services. The median is $15K per plan.
- Participants
- 31,277
- Median plan assets
- $21.6M
- Median plan participants
- 318
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Toast, Inc. | MA | $465M | 6,580 |
| Fast LP | CO | $377M | 2,496 |
| Gei Consultants, Inc. | MA | $316M | 1,637 |
| Northeastern Vermont Regional Hospital, Inc. | VT | $91.1M | 993 |
| Mountain View Hospital LLC | ID | $86.6M | 2,520 |
| R.H. White Construction Co., Inc. | MA | $79.6M | 712 |
| Compunet Inc | ID | $68.6M | 413 |
| Harborstone Credit Union | WA | $67.9M | 614 |
| United Electric Controls Company | MA | $60.1M | 295 |
| York Wallcoverings, Inc. | PA | $45.6M | 493 |
| Pioneer Holding, Inc. | ID | $44.1M | 321 |
| Walsh Brothers, Inc. | MA | $43.6M | 252 |
| Village Motors, Inc. | MA | $37.9M | 550 |
| Mdi Acquisitions, Inc. | MI | $34.5M | 548 |
| Thomas Management, LLC | ID | $33.7M | 1,717 |
| Watkins Distributing, Sales & Service | ID | $31.1M | 239 |
| Verico Technology LLC | NH | $27.9M | 164 |
| Stafford Management, LLC | MA | $27.5M | 2,270 |
| Associated Luxury Hotels International Holdings, L | TX | $25.6M | 175 |
| Teton Motors, Inc. Dba Teton Motors | ID | $24.9M | 531 |
| The Franklin Group, Inc. | ID | $22.4M | 734 |
| Securities Finance Trust Company | MA | $21.6M | 129 |
| Boise Sales Co. Dba Hayden Beverage Company | ID | $20.7M | 676 |
| St. Thomas School | WA | $19.7M | 194 |
| Idaho Timber, LLC | ID | $18.7M | 318 |
- Toast, Inc.$465MMAParticipants 6,580
- Fast LP$377MCOParticipants 2,496
- MAParticipants 1,637
- VTParticipants 993
- IDParticipants 2,520
- MAParticipants 712
- Compunet Inc$68.6MIDParticipants 413
- Harborstone Credit Union$67.9MWAParticipants 614
- MAParticipants 295
- York Wallcoverings, Inc.$45.6MPAParticipants 493
- Pioneer Holding, Inc.$44.1MIDParticipants 321
- Walsh Brothers, Inc.$43.6MMAParticipants 252
- Village Motors, Inc.$37.9MMAParticipants 550
- Mdi Acquisitions, Inc.$34.5MMIParticipants 548
- Thomas Management, LLC$33.7MIDParticipants 1,717
- IDParticipants 239
- Verico Technology LLC$27.9MNHParticipants 164
- Stafford Management, LLC$27.5MMAParticipants 2,270
- TXParticipants 175
- IDParticipants 531
- The Franklin Group, Inc.$22.4MIDParticipants 734
- MAParticipants 129
- IDParticipants 676
- St. Thomas School$19.7MWAParticipants 194
- Idaho Timber, LLC$18.7MIDParticipants 318
Top client states
- ID21 plans
- MA13 plans
- NH2 plans
- WA2 plans
- CO1 plan
Frequently asked questions
- Who uses Pinnacle Pension Services?
- 43 retirement plans list Pinnacle Pension Services as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Toast, Inc., Fast LP, Gei Consultants, Inc., Northeastern Vermont Regional Hospital, Inc. and Mountain View Hospital LLC. Most client plans are sponsored in ID, MA and NH.
- How many plans does Pinnacle Pension Services serve?
- Pinnacle Pension Services serves 43 retirement plans with $2.2B in plan assets and 31,277 participants, based on the latest Form 5500 filings through 2024.
- What does Pinnacle Pension Services charge?
- Plans reported $865K in total Schedule C compensation paid to Pinnacle Pension Services. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Pinnacle Pension Services as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 4 |
| T. Rowe Price | 2 |
| Vanguard | 1 |
| MetLife | 1 |
| Dodge & Cox | 1 |
Target-date series
| Series | Plans |
|---|---|
| American Funds Target Date | 3 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.