Justin Junkel signed Pinnacle Technical Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pinnacle Technical Resources, Inc.'s EIN is 75-2674696.
Download the official 2024 Form 5500 (PDF) for Pinnacle Technical Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pinnacle Technical Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $9.1M | 18.4% | |
| American Funds American Funds 2050 Target Date, N/R | Mutual Funds | — | — | $5.3M | 10.7% | |
| Class R6 American Funds American Funds 2040 Target Date, N/R | Mutual Funds | — | — | $5.0M | 10.0% | |
| Class R6 American Funds American Funds 2045 Target Date, N/R | Mutual Funds | — | — | $4.7M | 9.4% | |
| Class R6 American Funds American Funds 2055 Target Date, N/R | Mutual Funds | — | — | $3.7M | 7.5% | |
| Class R6 American Funds American Funds 2030 Target Date, N/R | Mutual Funds | — | — | $2.5M | 5.2% | |
| Class R6 MFS Growth Fund Class R6 N/R | Mutual Funds | — | — | $2.5M | 5.1% | |
| American Funds American Funds 2035 Target Date, N/R | Mutual Funds | — | — | $2.4M | 4.9% | |
| Class R6 American Funds American Funds 2025 Target Date, N/R | Mutual Funds | — | — | $1.9M | 3.9% | |
| Class R6 American Funds American Funds 2060 Target Date, N/R | Mutual Funds | — | — | $1.6M | 3.2% | |
| Class R6 * Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value N/R | Other securities | — | — | $943K | 1.9% | |
| Fund Class R6 American Funds American Funds 2020 Target Date, N/R | Mutual Funds | — | — | $941K | 1.9% | |
| Class R6 American Funds American Funds 2015 Target Date, N/R | Mutual Funds | — | — | $802K | 1.6% | |
| Class R6 * Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $659K | 1.3% | |
| Allspring Special Allspring Special Mid Cap Value N/R | Other securities | — | — | $644K | 1.3% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $598K | 1.2% | |
| Lord Abbett Lord Abbett Developing Growth N/R | Mutual Funds | — | — | $546K | 1.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $531K | 1.1% | |
| Fund Class R6 Thornburg International Value Fund N/R | Other securities | — | — | $457K | 0.9% | |
| Class R6 PIMCO Real Return Fund N/R | Mutual Funds | — | — | $455K | 0.9% | |
| Institutional Class Prudential Investments Total Return Bond Fund, Class R6 N/R | Other securities | — | — | $437K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund, Class R6 N/R | Other securities | — | — | $437K | 0.9% | |
| JP Morgan JPMorgan Mid Cap Growth R6 N/R | Other securities | — | — | $427K | 0.9% | |
| PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $398K | 0.8% | |
| Class American Funds American Funds New World Fund, N/R | Mutual Funds | — | — | $363K | 0.7% | |
| Class R6 Federated Investors Opportunistic High Yield Bond Fund N/R | Other securities | — | — | $345K | 0.7% | |
| Institutional Shares * Fidelity Investments Fidelity International Small Cap N/R | Mutual Funds | — | — | $238K | 0.5% | |
| Invesco Gold and Special Invesco Gold and Special Minerals N/R | Mutual Funds | — | — | $198K | 0.4% | |
| BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $186K | 0.4% | |
| Minerals Fund Class R6 American Funds American Funds 2010 Target Date, N/R | Mutual Funds | — | — | $110K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
