Service Provider
PINNACLE PENSION SERVICES
9 companies • 9 plans • 17 filings • Latest year 2024
Company Profile • 82-0433443Service providerAuditingConsultingContract administrationCustodialEducation servicesInvestment managementService code 37Service code 49Service code 52Service code 56Service code 60Service code 63Service code 64Service code 65Service code 99
Total Direct Compensation
$185,685
0.02% of tracked asset basis
Tracked Asset Basis
$956,214,514
Companies
9
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| NORCO, INC. MEDICAL REIMBURSEMENT PLAN | 82-0277763 | 3 | 1 | 2012 | $66,775 | 0.06% | $118,024,948 |
| Harborstone Credit Union | 91-0659059 | 3 | 1 | 2024 | $51,460 | 0.04% | $143,672,501 |
| Pioneer Holding Company | 82-0347110 | 2 | 1 | 2024 | $36,225 | 0.05% | $69,994,455 |
| Beach, Fleischman & Co. PC. | 86-0683059 | 2 | 1 | 2024 | $12,230 | 0.01% | $92,825,949 |
| Idaho Falls Community Hospital | 82-2576167 | 1 | 1 | 2024 | $10,459 | 0.14% | $7,236,691 |
| Mountain View Hospital LLC | 82-0516012 | 1 | 1 | 2014 | $7,521 | 0.09% | $8,813,502 |
| Challenger Companies, Inc. | 84-1433181 | 1 | 1 | 2024 | $1,015 | 0.01% | $8,507,278 |
| Fast Enterprises LP | 30-0951152 | 2 | 1 | 2024 | - | - | $483,550,213 |
| Pioneer Federal Credit Union | 82-0230214 | 2 | 1 | 2024 | - | - | $23,588,979 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | Harborstone Credit Union | Harborstone Credit Union Employee Retirement Savings Plan | Service provider | Investment management • Service code 99 | $35,785 | 0.07% | $50,404,677 | View filing |
| 2024 | Pioneer Holding Company | Pioneer Title Company 401(K) Plan | Service provider | Service code 49 | $14,581 | 0.04% | $37,085,577 | View filing |
| 2024 | Idaho Falls Community Hospital | Idaho Falls Community Hospital 401(K) Plan | Service provider | Auditing | $10,459 | 0.14% | $7,236,691 | View filing |
| 2024 | Beach, Fleischman & Co. PC. | Beach, Fleischman & Co. PC. 401K Plan | Service provider | Contract administration • Custodial • Service code 37 • Service code 64 • Service code 65 | $5,950 | 0.01% | $48,940,578 | View filing |
| 2024 | Challenger Companies, Inc. | Challenger Companies Inc. 401(K) Plan | Service provider | Auditing | $1,015 | 0.01% | $8,507,278 | View filing |
| 2024 | Fast Enterprises LP | Fast Enterprises LLC Profit Sharing 401K Plan | Service provider | Service code 49 | - | - | $272,754,413 | View filing |
| 2024 | Pioneer Federal Credit Union | Pioneer Federal Credit Union 401K Plan and Trust | Service provider | Auditing | - | - | $12,138,094 | View filing |
| 2023 | Pioneer Holding Company | Pioneer Title Company 401(K) Plan | Service provider | Service code 49 | $21,644 | 0.07% | $32,908,878 | View filing |
| 2023 | Harborstone Credit Union | Harborstone Credit Union Employee Retirement Savings Plan | Service provider | Service code 49 • Service code 99 | $7,625 | 0.02% | $44,992,160 | View filing |
| 2023 | Beach, Fleischman & Co. PC. | Beach, Fleischman & Co. PC. 401K Plan | Service provider | Contract administration • Custodial • Service code 37 • Service code 64 • Service code 65 | $6,280 | 0.01% | $43,885,371 | View filing |
| 2023 | Fast Enterprises LP | Fast Enterprises LLC Profit Sharing 401K Plan | Service provider | Service code 49 | - | - | $210,795,801 | View filing |
| 2023 | Pioneer Federal Credit Union | Pioneer Federal Credit Union 401K Plan and Trust | Service provider | Auditing | - | - | $11,450,885 | View filing |
| 2022 | Harborstone Credit Union | Harborstone Credit Union Employee Retirement Savings Plan | Service provider | Service code 99 | $8,050 | 0.02% | $48,275,664 | View filing |
| 2014 | Mountain View Hospital LLC | Mountain View Hospital LLC 401(K) Plan | Service provider | Auditing • Consulting | $7,521 | 0.09% | $8,813,502 | View filing |
| 2012 | NORCO, INC. MEDICAL REIMBURSEMENT PLAN | Norco Inc. 401K Savings and Profit Sharing Plan | Service provider | Service code 49 • Service code 56 • Service code 60 • Service code 65 • Service code 99 | $24,498 | 0.06% | $44,322,222 | View filing |
| 2011 | NORCO, INC. MEDICAL REIMBURSEMENT PLAN | Norco Inc. 401K Savings and Profit Sharing Plan | Service provider | Service code 60 • Service code 99 | $21,355 | 0.05% | $39,075,954 | View filing |
| 2010 | NORCO, INC. MEDICAL REIMBURSEMENT PLAN | Norco Inc. 401K Savings and Profit Sharing Plan | Service provider | Education services • Service code 52 • Service code 63 • Service code 99 | $20,922 | 0.06% | $34,626,772 | View filing |