What public Form 5500 filings show about the Pinnacle Group Financial Services 401(k) plan — and how to find and check your own account.
Pinnacle Group Financial Services (EIN 47-7311974) reports PINNACLE GROUP FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $894K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Pinnacle Group Financial Services filing — schedules, fees, and providers.
Pinnacle Group Financial Services’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Pinnacle Group Financial ServicesHR for the recordkeeper’s name and login.
