401k Record

Providers › Pinnacle Pension Services

Pinnacle Pension Services

Plans listing this provider

19

0.03% of the 56,420 plans with Schedule H financials; 21 in 2023

Assets of those plans

$759,215,489

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

3

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$265,562

85% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
13Contract administrator11
65Account maintenance fees4
49Other services4
16Consulting (general)4
99Other fees3
64Recordkeeping fees3
37Participant loan processing3
15Recordkeeping and information management3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Fast Enterprises, LLC Profit Sharing 401k PlanFast $303,933,4342,329$0
Mountain View Hospital LLC 401(k) PlanMountain View Hospital $70,245,4291,587$84,021
Harborstone Credit Union Employee Retirement Savings PlanHarborstone Credit Union $54,223,388427$35,785
Compunet Inc 401(k) Retirement PlanrecordkeeperCompunet $53,762,174356$7,645
Beachfleischman, PLLC 401(k) PlanrecordkeeperBeachfleischman $51,598,280263$5,950
Pioneer Title Company 401(k) PlanPioneer Holding $38,810,926258$14,581
Thomas Cuisine Management 401(k) PlanThomas Management $27,006,457707$25,010
Watkins Distributing Profit Sharing 401k PlanWatkins Distributing Sales & Service $26,426,248196$25,508
Teton Automotive Group Retirement Savings PlanTeton Motors Inc. DBA Teton Motors $20,313,153588$0
Franklin Building Supply 401(k) Profit Sharing PlanFranklin Group $17,864,204641$19,388
Idaho Timber 401k PlanIdaho Timber $17,046,718287$4,620
Hayden Beverage Company 401(k) Profit Sharing PlanBoise Sales Co. DBA Hayden Beverage $16,201,981666$17,259
T R Toppers, Inc. 401(k) Profit Sharing PlanrecordkeeperT R Toppers $13,583,409150$2,350
Pioneer Federal Credit Union 401(k) Plan & TrustPioneer Federal Credit Union $12,154,612222$0
Challenger Companies, Inc. 401k PlanChallenger Companies $9,666,170165$1,015
CBH Homes 401(k) PlanCorey Barton Homes $9,319,570150$2,163
Idaho Falls Community Hospital 401(k) PlanIdaho Falls Community Hospital $8,233,866351$10,459
The 401(k) Group PlanBraintree Group $4,867,375186$2,935
CRI Profit Sharing 401k PlanCRI Advantage $3,958,095139$6,873

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.