The Pinnacle Advisors Pooled Employer 401(k) Plan
Sponsored by Nesteggs Retirement Plan Services, Inc. · EIN 593664112 · Plan #353
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 188
- With balances
- 170
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nesteggs Retirement Plan Services, Inc. CRD 133507 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nesteggs Retirement Plan Services | Recordkeeping, Investment management, Named fiduciary | $116,985 |