Pinnacle Orthopaedics & Sports Medicine, Llc Cash Balance Plan
Sponsored by Pinnacle Orthopaedics & Sports Medicine Specialists, Llc · EIN 582293749 · Plan #002
- Total assets
- $20.5K
- Net assets
- $20.5K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
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 |
|---|---|---|
| Merrill Lynch | Custodial (other), Investment management fees (indirect), Investment management fees (direct) | $57,065 |