Original filing (PDF)20250813094733NAL0008969841001

PINNACLE CREDIT UNION

Name: PINNACLE CREDIT UNION — PINNACLE CREDIT UNION 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: PINNACLE CREDIT UNION

Form 5500-SF

FILING_RECEIVED

PINNACLE CREDIT UNION 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PINNACLE CREDIT UNION

EIN

58-0147125

Address

PO BOX 17649 · ATLANTA, GA · 30316

Phone

(404) 888-1648

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-01

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORTH BAY CREDIT UNION

NORTH BAY CREDIT UNION 401(K) PLAN

UNITED 1ST CREDIT UNION

UNITED 1ST CREDIT UNION 401(K) PLAN AND TRUST

MEMBERS UNITED CREDIT UNION

MEMBERS UNITED CREDIT UNION 401(K) PLAN AND TRUST

CREDIT UNION OF NEW JERSEY

CREDIT UNION OF NEW JERSEY 401(K) PLAN AND TRUST

FIRST CLASS FEDERAL CREDIT UNION

FIRST CLASS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST