How big is Pinnacle Wealth Planning Services, Inc.'s plan?

Pinnacle Wealth Planning Services, Inc.'s plan reported $9.6M in assets and 37 participants for 2024.

Original filing (PDF)20251012144628NAL0000102099001

Pinnacle Wealth Planning Services, Inc.

Name: Pinnacle Wealth Planning Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Pinnacle Wealth Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Wealth Planning Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pinnacle Wealth Planning Services, Inc.'s Pinnacle Wealth Planning Services, Inc. 401(k) Profit Sharing Plan held $9.6M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

Plan identifiers

Pinnacle Wealth Planning Services, Inc.'s EIN is 34-1431326.

EIN 34-1431326

Plan number 001

Plan year 2024

ACK ID 20251012144628NAL0000102099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Wealth Planning Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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