Financial Planners Inc. d/b/a Pinnacle Wealth

Richard Tatum signed Financial Planners Inc. d/b/a Pinnacle Wealth's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Financial Planners Inc. d/b/a Pinnacle Wealth's EIN is 20-5006285.

Download the official 2024 Form 5500 (PDF) for Financial Planners Inc. d/b/a Pinnacle Wealth from the U.S. Department of Labor's EFAST2 system.

Financial Planners Inc. d/b/a Pinnacle Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).