BETH Eckert signed Pinnacle Employee Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Employee Services, LLC's EIN is 47-1368882.
Download the official 2024 Form 5500 (PDF) for Pinnacle Employee Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinnacle Employee Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO. CPA'S LLP | 16-1131146 | — | AUDITOR | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $7.3M | 20.8% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $3.3M | 9.4% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $2.8M | 7.9% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $2.4M | 6.9% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $2.3M | 6.5% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $2.0M | 5.6% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.7M | 4.9% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $1.7M | 4.7% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $1.6M | 4.6% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $1.5M | 4.3% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $1.4M | 4.0% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 245 | Pooled Separate Account | — | — | $840K | 2.4% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | Common Stocks | — | — | $654K | 1.9% | |
| FRANKLIN GR SERIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 530 | Pooled Separate Account | — | — | $614K | 1.8% | |
| MFS MASSACHUSETTS INVS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $571K | 1.6% | |
| dates through November 2029 - | Other securities | — | — | $538K | 1.5% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $467K | 1.3% | |
| MFS INTL VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 518 | Pooled Separate Account | — | — | $412K | 1.2% | |
| VICTORY SYCAMORE EST VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $364K | 1.0% | |
| INVESCO MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 249 | Pooled Separate Account | — | — | $293K | 0.8% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $273K | 0.8% | |
| AMERICAN FDS EUROPACIFIC GR RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $211K | 0.6% | |
| JPMORGAN CORE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 329 | Pooled Separate Account | — | — | $187K | 0.5% | |
| TA VANGUARD SM-CP GR IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 131 | Pooled Separate Account | — | — | $168K | 0.5% | |
| DFA EMERGING MKT PORTFOLIO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $144K | 0.4% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $130K | 0.4% | |
| AMERICAN FDS FDAMENTAL INVS RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $125K | 0.4% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $100K | 0.3% | |
| AEGON US CORE PLUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 349 | Pooled Separate Account | — | — | $99K | 0.3% | |
| INVESCO INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 029 | Pooled Separate Account | — | — | $91K | 0.3% | |
| AMERICAN FDS CPTL WRLD GR & INC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 752 | Pooled Separate Account | — | — | $90K | 0.3% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 685 | Pooled Separate Account | — | — | $73K | 0.2% | |
| LOOMIS SAYLES INV GRADE BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $71K | 0.2% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 724 | Pooled Separate Account | — | — | $57K | 0.2% | |
| JPMORGAN U.S. SMALL CO RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 771 | Pooled Separate Account | — | — | $34K | <0.1% | |
| STATE STREET RUSSELL LG CP GR IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $30K | <0.1% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $28K | <0.1% | |
| TEMPLETON GLBL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $27K | <0.1% | |
| INVESCO GR AND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 729 | Pooled Separate Account | — | — | $26K | <0.1% | |
| AMERICAN FDS NEW PERSPECTIVE ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $22K | <0.1% | |
| AMERICAN FDS WASHINGTON MTL INVS RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $22K | <0.1% | |
| MANNING & NAPIER PROMIX MAX TRM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 387 | Pooled Separate Account | — | — | $17K | <0.1% | |
| ALLSPRING PRECIOUS METALS RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $15K | <0.1% | |
| Transamerica Financial Life Ins Co American Fd American Mutual Ret Opt | Common Stocks | — | — | $14K | <0.1% | |
| AMERICAN FDS AMERICAN MTL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $14K | <0.1% | |
| MANNING & NAPIER PROMIX MOD TRM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 388 | Pooled Separate Account | — | — | $1K | <0.1% | |
| STATE STREET RUSSELL LG CP VAL IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MANNING & NAPIER PROMIX CNSV TRM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 385 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MANNING & NAPIER PROMIX EXT TRM TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 386 | Pooled Separate Account | — | — | $939 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
