PINNACLE PENSION SERVICES
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+1 YoYRank #688 of mapped providers
Assets under administration$802M0.0%Market share · rank #4413
Fees received$526,089Median $11,985/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PINNACLE PENSION SERVICES plan look like?
Service mix · median fees per plan
Count of plans where PINNACLE PENSION SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Other fees; Consulting (general); Participant loan processing; Account maintenance feesCode 13 | 15 | $11,684 | |
Other servicesCode 49 | 4 | $10,396 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Recordkeeping fees; Consulting (general); Participant loan processingCode 15 | 3 | $5,950 | |
Other feesCode 99 | 1 | $35,785 |
Competitor overlap
Percent of PINNACLE PENSION SERVICES's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PINNACLE PENSION SERVICES.
| Sponsor | From | Assets |
|---|---|---|
TETON MOTORS, INC. DBA TETON MOTORSID · 202344738-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $20M |
T R TOPPERS, INC.ID · 820467222-001 | (new plan) | $14M |
DIGESTIVE HEALTH CLINIC, LLCID · 205294327-001 | (new plan) | $13M |
CONCRETE PLACING COMPANY, INC.ID · 820309604-002 | (new plan) | $10M |
Plans lost in 2024
Appeared last year under PINNACLE PENSION SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORCO, INC.ID · 820277763-001 | PINNACLE FINANCIAL SERVICES, INC. | $99M |
DC ENGINEERING, INC.ID · 820507522-001 | ADP BROKER-DEALER | $11M |
R Y TIMBER INC.ID · 810423317-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FAST LPCO · 300951152-001 | $304M | 2,424 | $131,228 | 4y | - |
MOUNTAIN VIEW HOSPITAL LLCID · 820516012-001 | $70M | 2,438 | $115,548 | 10y | - |
HARBORSTONE CREDIT UNIONWA · 910659059-002 | $54M | 429 | $35,785 | 6y | - |
COMPUNET INCID · 820505536-001 | $54M | 390 | $7,645 | 5y | 1 |
BEACHFLEISCHMAN PLLCAZ · 860683059-001 | $52M | 264 | $5,950 | 7y | - |
PIONEER HOLDING, INC.ID · 820347110-002 | $39M | 292 | $14,581 | 4y | - |
THOMAS MANAGEMENT, LLCID · 820410020-001 | $27M | 1,552 | $35,010 | 10y | 2 |
WATKINS DISTRIBUTING, SALES & SERVICEID · 820422918-001 | $26M | 234 | $25,508 | 9y | 1 |
TETON MOTORS, INC. DBA TETON MOTORSID · 202344738-002 | $20M | 627 | $6,211 | 1y | 2 |
THE FRANKLIN GROUP, INC.ID · 261690029-001 | $18M | 745 | $19,388 | 10y | 1 |
Flag exposure
91.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into PINNACLE PENSION SERVICES.
- PINNACLE PENSION SERVICES
- PINNACLE PENSION SERVICES INC
- PINNACLE PENSION SERVICES, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PINNACLE PENSION SERVICES's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 17.39% | 1.71% | +15.68 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 30.43% | 1.76% | +28.68 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PINNACLE PENSION SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).