How big is The Pinnacle Planning Group, LLC's plan?

The Pinnacle Planning Group, LLC's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250826083855NAL0014871568001

The Pinnacle Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Planning Group 401(k) Plan

401(k) retirement plan · The Pinnacle Planning Group, LLC's Pinnacle Planning Group 401(k) Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Robert Greulich signed The Pinnacle Planning Group, LLC's 2024 Form 5500 as plan administrator.

Robert Greulich — 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

The Pinnacle Planning Group, LLC's EIN is 20-2795840.

EIN 20-2795840

Plan number 001

Plan year 2024

ACK ID 20250826083855NAL0014871568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PINNACLE PLANNING GROUP, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score