How big is Pinnacle Group Financial Services' plan?

Pinnacle Group Financial Services' plan reported $894K in assets and 4 participants for 2024.

Original filing (PDF)20250925182828NAL0012632354001

Pinnacle Group Financial Services

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

Form 5500-SF

FILING_RECEIVED

Pinnacle Group Financial Services 401(k) Plan

401(k) retirement plan · Pinnacle Group Financial Services' Pinnacle Group Financial Services 401(k) Plan held $894K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

People on this filing

Angela Burkard signed Pinnacle Group Financial Services' 2024 Form 5500 as plan administrator.

Angela Burkard — 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 Group Financial Services' EIN is 47-7311974.

EIN 47-7311974

Plan number 001

Plan year 2024

ACK ID 20250925182828NAL0012632354001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Group Financial Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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