What public Form 5500 filings show about the Pinnacle Performance 401(k) plan — and how to find and check your own account.
Pinnacle Performance (EIN 41-2131156) reports PINNACLE PERFORMANCE 401(K) on its most recent Form 5500, with $700K in plan assets across 11 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 Performance filing — schedules, fees, and providers.
Pinnacle Performance’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 PerformanceHR for the recordkeeper’s name and login.