


Pinnacle Plan Design Revenue
Financial Services • Catalina Foothills, Arizona, United States • 21-50 Employees
Pinnacle Plan Design revenue & valuation
| Annual revenue | $9,221,129 |
| Revenue per employee | $205,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,600,000 |
| Total funding | No funding |
Key Contact at Pinnacle Plan Design
Robert Petrillo
Director Of Business Development
Company overview
| Headquarters | 1985 E. River Rd. Ste 111, Tucson, AZ 85718, US |
| Phone number | +15206181305 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | Actuarial Consulting, Qualified Retirement Plan Design & Consulting |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Pinnacle Plan Design Email Formats
Pinnacle Plan Design uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@pinnacle-plan.com), used 56.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pinnacle-plan.com | 56.8% |
{first initial}{last name} | jdoe@pinnacle-plan.com | 40.5% |
{last name}{last name} | doedoe@pinnacle-plan.com | 2.7% |
About Pinnacle Plan Design
Third Party Administration (TPA) Firm Specializing in the Design & Administration of Qualified Retirement Plans Dedicated exclusively to helping closely-held businesses, Pinnacle Plan Design is a nationally recognized leader in the design and administration of qualified retirement plans. Our team of actuaries and credentialed retirement plan experts are uniquely qualified to help you successfully navigate complex federal regulations and obtain maximum benefits for you and your stakeholders. We offer a multitude of retirement plan options designed to meet your specific business needs. Our plan design specialists take into consideration many factors, including but not limited to, your workforce demographics, tax objectives, owner retirement goals and plan flexibility to ensure you are making informed and advantageous retirement plan decisions. Whether you are interested in a 401(k) plan, profit sharing plan, money purchase plan, cash balance, or traditional defined benefit plan, our team of experts is here to personally assist and guide you through the process from retirement plan design to administration. www.thirdpartyadministrator.net
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Pinnacle Plan Design has 30 employees across 6 departments.
Departments
Number of employees
Funding Data
Pinnacle Plan Design has never raised funding before.
Pinnacle Plan Design Tech Stack
Discover the technologies and tools that power Pinnacle Plan Design's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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