What public Form 5500 filings show about the Pinnacle Private Wealth Adviso 401(k) plan — and how to find and check your own account.
Pinnacle Private Wealth Adviso (EIN 93-2304993) reports PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $306K in plan assets across 7 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 Private Wealth Adviso filing — schedules, fees, and providers.
Pinnacle Private Wealth Adviso’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 Private Wealth AdvisoHR for the recordkeeper’s name and login.
