AUMdb

Pinnacle Ent Alliance, Llc 401(k) Profit Sharing Plan

Sponsored by Pinnacle Ent Alliance, Llc · EIN 202604678 · Plan #001

Total assets
$606K
Net assets
$606K
Active participants
0
With balances
4

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Levy Wealth Management Group Investment advisory (participants) $23,900
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $500