Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Pinnacle Plan Design, LLC
Pinnacle Plan Design, LLC
- Service provider, as named on Schedule C
- EIN 203970947
- Plan year 2024
- Direct compensation reported $244,477
Assets of those plans
$242,338,082
0.00% 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
$244,477
100% 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 code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 5 |
| 15 | Recordkeeping and information management | 3 |
| 10 | Accounting (including auditing) | 2 |
| 17 | Consulting (pension) | 2 |
| 11 | Actuarial | 1 |
| 12 | Claims processing | 1 |
| 14 | Plan administrator | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| HEA Clinic, P.A. 401(k) Plan | HEA Clinic P.A. DBA Houston Eye Associates | $66,478,411 | 665 | $72,531 |
| Hutchinson & Bloodgood, LLP 401(k) Profit Sharing Plan | Hutchinson & Bloodgood | $62,083,484 | 283 | $25,846 |
| Neurological Associates of Tucson Retirement Plan | Neurological Associates of Tucson | $27,032,549 | 146 | $9,590 |
| Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Plan | Vernon Central Warehouse | $24,810,015 | 184 | $1,675 |
| Courtesy Automotive Group 401(k) Planrecordkeeper | Courtesy Chevrolet | $19,654,346 | 891 | $65,160 |
| Arcoro Holdings Corp. Profit Sharing Planrecordkeeper | Exaktime Innovations | $17,288,750 | 298 | $11,788 |
| Madden Preprint Media, LLC 401(k) Planrecordkeeper | Madden Preprint Media | $10,621,304 | 209 | $5,205 |
| Pusch Ridge Christian Academy, Inc. 401(k) Plan | Pusch Ridge Christian Academy | $7,279,476 | 196 | $15,080 |
| Boys & Girls Clubs of the Valley, Inc. Retirement Plan | Boys & Girls Clubs of the Valley | $7,089,747 | 443 | $11,040 |
| Sam Levitz Furniture Company, Inc. 401(k) Plan | Sam Levitz Furniture | $0 | 0 | $26,562 |
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.