Insights

Niche Market Focus Pinnacle Plan Design specializes exclusively in serving closely-held businesses with tailored retirement plan solutions, offering opportunities to target similar SMB segments seeking personalized retirement services.

Strong Financial Position With revenues between 50 million and 100 million dollars, the company demonstrates significant market presence and financial stability, making it a promising prospect for expanded service offerings or partnerships.

Regulatory Expertise Their team’s deep expertise in navigating complex federal regulations positions them as a trusted advisor for clients, opening avenues to provide complementary compliance, consulting, or technology solutions.

Technology Stack Utilization of cloud, email, and web frameworks indicates a modern, digitally capable operation, suggesting opportunities for sales of advanced software tools, integrations, or cybersecurity services.

Market Expansion Potential Operating in a highly competitive landscape with large firms like ADP and Voya, Pinnacle’s focus on personalized services presents opportunities to differentiate through niche-specific solutions or scalable offerings aimed at mid-sized businesses.

Pinnacle Plan Design Tech Stack

Pinnacle Plan Design uses 8 technology products and services including Gravatar, Cloudinary, SendGrid, and more. Explore Pinnacle Plan Design's tech stack below.

  • Gravatar
    Audio, Video, Graphics
  • Cloudinary
    Content Delivery Network
  • SendGrid
    Email Delivery
  • Element UI
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Priority Hints
    Performance
  • The SEO Framework
    Search Engines

Media & News

Pinnacle Plan Design's Email Address Formats

Pinnacle Plan Design uses at least 1 format(s):
Pinnacle Plan Design Email FormatsExamplePercentage
FLast@pinnacle-plan.comJDoe@pinnacle-plan.com
88%
Last@pinnacle-plan.comDoe@pinnacle-plan.com
12%

Frequently Asked Questions

Where is Pinnacle Plan Design's headquarters located?

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Pinnacle Plan Design's main headquarters is located at 1985 East River Road Suite 111 Tucson, Arizona 85718 United States. The company has employees across 1 continents, including North America.

What is Pinnacle Plan Design's phone number?

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You can contact Pinnacle Plan Design's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pinnacle Plan Design's official website and social media links?

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Pinnacle Plan Design's official website is pinnacle-plan.com and has social profiles on LinkedIn.

What is Pinnacle Plan Design's SIC code NAICS code?

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Pinnacle Plan Design's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Pinnacle Plan Design have currently?

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As of April 2026, Pinnacle Plan Design has approximately 46 employees across 1 continents, including North America. Key team members include Ceo: A. I.Partner / Consulting Actuary: L. Y.Partner: S. L. T.. Explore Pinnacle Plan Design's employee directory with LeadIQ.

What industry does Pinnacle Plan Design belong to?

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Pinnacle Plan Design operates in the Financial Services industry.

What technology does Pinnacle Plan Design use?

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Pinnacle Plan Design's tech stack includes GravatarCloudinarySendGridElement UIjQuery MigrateMicrosoftPriority HintsThe SEO Framework.

What is Pinnacle Plan Design's email format?

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Pinnacle Plan Design's email format typically follows the pattern of FLast@pinnacle-plan.com. Find more Pinnacle Plan Design email formats with LeadIQ.

When was Pinnacle Plan Design founded?

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Pinnacle Plan Design was founded in 2001.

Pinnacle Plan Design

Financial ServicesArizona, United States11-50 Employees

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

Section iconCompany Overview

Headquarters
1985 East River Road Suite 111 Tucson, Arizona 85718 United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Pinnacle Plan Design's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Pinnacle Plan Design's revenue is estimated to be in the range of $50M$100M

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