How big is Pinnacle Financial Group, LLC's plan?

Pinnacle Financial Group, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250416153641NAL0010024098001

Pinnacle Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Financial Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pinnacle Financial Group, LLC's Pinnacle Financial Group, LLC 401(k) Profit Sharing Plan & Trust held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Daniel Fitzgerald signed Pinnacle Financial Group, LLC's 2024 Form 5500 as plan administrator.

Daniel Fitzgerald — 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 Financial Group, LLC's EIN is 36-4403773.

EIN 36-4403773

Plan number 001

Plan year 2024

ACK ID 20250416153641NAL0010024098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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