Company Overview
- Headquarters
- 1985 E River Rd. Ste 111, Tucson AZ
- Website
- pinnacle-plan.com
- Phone
- (520) 618-****
- Employees
- 43
- Founded in
- 2001
- Industry
- Financial Services
- NAICS Code
- 525110, 52511, 525, 52, 5251
- SIC Code
- 637, 63
Financials & Stats
Revenue
$44B
Total Funding Amount
$350,000M
Who is Pinnacle Plan Design
Pinnacle Plan Design is a Third Party Administration (TPA) firm based in Tucson, Arizona. The company employs 43 people and generates $44.4 million in annual revenue. Pinnacle Plan Design specializes in the design and administration of qualified retirement plans for closely-held businesses. They offer a range of plan options including 401(k) plans, profit sharing plans, money purchase plans, cash balance plans, and traditional defined benefit plans. The company's team of actuaries and credentialed retirement plan experts assist businesses in navigating complex federal regulations and maximizing benefits for both employees and business owners. Their plan design specialists work closely with clients to consider factors such as workforce demographics, tax objectives, owner retirement goals, and plan flexibility to create customized solutions. To learn more about Pinnacle Plan Design's services, visit their website at www.pinnacle-plan.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 44M | 40 | Cincinnati, OH | 2009 | |
| 44M | 227 | Santa Clara, CA | 2009 | |
| 43M | 193 | New York City, NY | 2000 | |
| 43M | 12 | Boston, MA | 1963 | |
| 43M | 104 | Raleigh, NC | 2001 |