How big is Pinnacle Employer Services, LLC's plan?

Pinnacle Employer Services, LLC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20260305094517NAL0003867569001

Pinnacle Employer Services, LLC

Name: Pinnacle Employer Services, LLC — Pinnacle Employer, Form 5500 (2024)
Creator: Pinnacle Employer Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Employer Services, LLC Profit Sharing Plan

401(k) retirement plan · Pinnacle Employer Services, LLC's Pinnacle Employer Services, LLC Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 3.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

William Ratterman signed Pinnacle Employer Services, LLC's 2024 Form 5500 as plan administrator.

William Ratterman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pinnacle Employer Services, LLC's EIN is 20-1206649.

EIN 20-1206649

Plan number 001

Plan year 2024

ACK ID 20260305094517NAL0003867569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinnacle Employer Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Employer Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE EMPLOYER SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

PINNACLE EMPLOYER SERVICES, LLC

EIN

all filings

Address

8150 CORPORATE PARK DR., STE 250 · CINCINNATI, OH · 45242

Phone

(513) 578-6500

Industry

Admin Support & Waste Mgmt

Plan administrator