Michael Wibbelsman signed Pinnacle Venue Services LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Venue Services LLC's EIN is 47-1990009.
Download the official 2023 Form 5500 (PDF) for Pinnacle Venue Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pinnacle Venue Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2050 # | Mutual Funds | — | — | $295K | 19.8% | |
| T Rowe Price Retirement 2045 # | Mutual Funds | — | — | $209K | 14.0% | |
| T Rowe Price Retirement 2030 # | Mutual Funds | — | — | $143K | 9.6% | |
| T Rowe Price Retirement 2040 # | Mutual Funds | — | — | $108K | 7.3% | |
| T Rowe Price Retirement 2025 # | Mutual Funds | — | — | $90K | 6.0% | |
| T Rowe Price Retirement 2055 # | Mutual Funds | — | — | $77K | 5.2% | |
| JP Morgan US Equity # | Other securities | — | — | $75K | 5.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $73K | 4.9% | |
| T Rowe Price Retirement 2035 # | Mutual Funds | — | — | $65K | 4.4% | |
| JP Morgan Core Bond Fund # | Other securities | — | — | $55K | 3.7% | |
| Alger Capital Appreciation Instl # | Other securities | — | — | $51K | 3.4% | |
| T Rowe Price Retirement 2060 # | Mutual Funds | — | — | $42K | 2.8% | |
| State Street International Index # | Other securities | — | — | $39K | 2.6% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $39K | 2.6% | |
| PGIM High Yield # | Other securities | — | — | $24K | 1.6% | |
| T Rowe Price Retirement 2015 # | Mutual Funds | — | — | $21K | 1.4% | |
| Federated Hermes International Leaders # | Other securities | — | — | $19K | 1.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $16K | 1.0% | |
| JP Morgan US Small Company # | Common Stocks | — | — | $14K | 1.0% | |
| Janus Henderson Triton Fund # | Mutual Funds | — | — | $14K | 0.9% | |
| American Funds New World R3 # | Mutual Funds | — | — | $10K | 0.7% | |
| Invesco Small Cap Value A # | Mutual Funds | — | — | $9K | 0.6% | |
| Invesco Comstock # | Mutual Funds | — | — | $9K | 0.6% | |
| DWS RREEF Real Estate Securities # | Other securities | — | — | $8K | 0.6% | |
| T Rowe Price Retirement 2010 # | Mutual Funds | — | — | $7K | 0.4% | |
| STATE ST S&P MD CAP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $5K | 0.3% | |
| T Rowe Price Retirement 2020 # | Mutual Funds | — | — | $5K | 0.3% | |
| Pioneer Bond Fund # | Other securities | — | — | $3K | 0.2% | |
| State Street Russel Small Cap Index # | Other securities | — | — | $2K | 0.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $2K | 0.2% | |
| State Street US Inflation Protection Bond Index # | Other securities | — | — | $2K | 0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
