Filings through .
Pinnacle Plan Design, LLC
Matched across 3 name variants in the filings
Pinnacle Plan Design, LLC summary
Pinnacle Plan Design, LLC appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $333M in assets for 5,777 participants. The median client plan holds $10.4M. Most client plans are sponsored in AZ, CA and TX. The largest clients by plan assets are Hea Clinic, P.A. Dba Houston Eye Associates, Hutchinson & Bloodgood, LLP and Center for Biological Diversity, Inc.. Plans reported $265K in direct and indirect compensation paid to Pinnacle Plan Design, LLC. The median is $13K per plan.
- Participants
- 5,777
- Median plan assets
- $10.4M
- Median plan participants
- 252
- Median fees per plan
- $13K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Hea Clinic, P.A. Dba Houston Eye Associates | TX | $78.8M | 740 |
| Hutchinson & Bloodgood, LLP | CA | $62.1M | 285 |
| Center for Biological Diversity, Inc. | AZ | $43.3M | 339 |
| Neurological Associates of Tucson, P.C. | AZ | $29.4M | 207 |
| Vernon Central Warehouse, Inc. | CA | $28.1M | 148 |
| Courtesy Chevrolet | AZ | $22.8M | 900 |
| Crisis Preparation and Recovery, Inc. | AZ | $13.1M | 318 |
| Codac Health, Recovery & Wellness, Inc. | AZ | $12.2M | 490 |
| Science Care, Inc. | AZ | $8.6M | 218 |
| Boys & Girls Clubs of the Valley, Inc. | AZ | $8.5M | 523 |
| Western Ag Enteprises, Inc. | AZ | $7.6M | 191 |
| Pusch Ridge Christian Academy, Inc. | AZ | $7.3M | 196 |
| Habitat for Humanity Central Arizona | AZ | $5.6M | 205 |
| Saratoga Corporate Management Group, LLC | TX | $2.6M | 128 |
| Building Blocks Counseling, LLC | AZ | $1.6M | 183 |
| American Textile Maintenance Company | CA | $1.3M | 706 |
- TXParticipants 740
- CAParticipants 285
- AZParticipants 339
- AZParticipants 207
- CAParticipants 148
- Courtesy Chevrolet$22.8MAZParticipants 900
- AZParticipants 318
- AZParticipants 490
- Science Care, Inc.$8.6MAZParticipants 218
- AZParticipants 523
- AZParticipants 191
- AZParticipants 196
- AZParticipants 205
- TXParticipants 128
- AZParticipants 183
- CAParticipants 706
Top client states
- AZ11 plans
- CA3 plans
- TX2 plans
Frequently asked questions
- Who uses Pinnacle Plan Design, LLC?
- 16 retirement plans list Pinnacle Plan Design, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Hea Clinic, P.A. Dba Houston Eye Associates, Hutchinson & Bloodgood, LLP, Center for Biological Diversity, Inc., Neurological Associates of Tucson, P.C. and Vernon Central Warehouse, Inc.. Most client plans are sponsored in AZ, CA and TX.
- How many plans does Pinnacle Plan Design, LLC serve?
- Pinnacle Plan Design, LLC serves 16 retirement plans with $333M in plan assets and 5,777 participants, based on the latest Form 5500 filings through 2024.
- What does Pinnacle Plan Design, LLC charge?
- Plans reported $265K in total Schedule C compensation paid to Pinnacle Plan Design, LLC. The median plan paid $13K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Pinnacle Plan Design, LLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 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 Plan Design as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 2 |
| Capital Group | 2 |
| Fidelity (FMR) | 1 |
| BlackRock | 1 |
| Dodge & Cox | 1 |
Target-date series
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.