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Original filing (PDF)20230926093717NAL0008541809001

PINNACLE PROPERTY MANAGEMENT SERVICES, LLC

Form 5500
FILING_RECEIVED
PINNACLE PROPERTY MANAGEMENT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE PROPERTY MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
PINNACLE PROPERTY MANAGEMENT SERVICES, LLC
EIN
37-1756916
Address
5055 KELLER SPRINGS ROAD · SUITE 400 · ADDISON, TX · 75001
Phone
(206) 215-9838
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-02-03
Filed
2023-09-26
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
GUNNING, STENSON & PRICE CPA PS
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$331—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
FA STABLE VALUE I
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026
Common Collective Trust
$0—

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