How big is Pinnacle Wealth Management, LLC's plan?

Pinnacle Wealth Management, LLC's plan reported $926K in assets and 7 participants for 2024.

Original filing (PDF)20250616135113NAL0002472418001

Pinnacle Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Pinnacle Wealth Management, LLC's Pinnacle Wealth Management, LLC 401(k) Plan held $926K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

People on this filing

Michael McCord signed Pinnacle Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Michael McCord — 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 Wealth Management, LLC's EIN is 45-1683259.

EIN 45-1683259

Plan number 001

Plan year 2024

ACK ID 20250616135113NAL0002472418001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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