Pinnacle Exhibits 401(k) Plan
Sponsored by Pinnacle Exhibits, Inc. · EIN 800926929 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 301
- With balances
- 372
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Trust Company Llc | Recordkeeping, Investment management, Shareholder servicing fees | $35,299 |
| Raymond James Financial | Investment advisory (participants) | $30,816 |