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Original filing (PDF)20251001145735NAL0013383521001
PINNACLE TECHNICAL RESOURCES, INC.
Form 5500
FILING_RECEIVED
PINNACLE TECHNICAL RESOURCES 401(K) PLAN
401(k) retirement plan
Active participants
2,715
Accounts w/ balance
1,143
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE TECHNICAL RESOURCES, INC..
Plan sponsor
Name
PINNACLE TECHNICAL RESOURCES, INC.
EIN
75-2674696
Address
10670 NORTH CENTRAL EXPY, SUITE 600 · DALLAS, TX · 75231
Phone
(214) 740-2424
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $133K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $56K | — |
Investments
29 direct securities · 3 pooled funds· $49.4M(100% of reported assets)
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.
Uncategorized
$39.6M
28 holdings
Mutual Funds
$9.1M
1 holding
Common Collective Trust
$717K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $5.3M | 10.7% | |
| Class R6 American Funds American Funds 2040 Target Date, N/R | — | — | — | $5.0M | 10.0% | |
| Class R6 American Funds American Funds 2045 Target Date, N/R | — | — | — | $4.7M | 9.4% | |
| Class R6 American Funds American Funds 2055 Target Date, N/R | — | — | — | $3.7M | 7.5% | |
| Class R6 American Funds American Funds 2030 Target Date, N/R | — | — | — | $2.5M | 5.2% | |
| Class R6 MFS Growth Fund Class R6 N/R | — | — | — | $2.5M | 5.1% | |
| American Funds American Funds 2035 Target Date, N/R | — | — | — | $2.4M | 4.9% | |
| Class R6 American Funds American Funds 2025 Target Date, N/R | — | — | — | $1.9M | 3.9% | |
| Class R6 American Funds American Funds 2060 Target Date, N/R | — | — | — | $1.6M | 3.2% | |
| Class R6 * Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $1.1M | 2.2% | |
| Neuberger Berman Neuberger Berman Large Cap Value N/R | — | — | — | $943K | 1.9% | |
| Fund Class R6 American Funds American Funds 2020 Target Date, N/R | — | — | — | $941K | 1.9% | |
| Class R6 American Funds American Funds 2015 Target Date, N/R | — | — | — | $802K | 1.6% | |
| Class R6 * Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $659K | 1.3% | |
| Allspring Special Allspring Special Mid Cap Value N/R | — | — | — | $644K | 1.3% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $598K | 1.2% | |
| Lord Abbett Lord Abbett Developing Growth N/R | — | — | — | $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 | — | — | — | $457K | 0.9% | |
| Class R6 PIMCO Real Return Fund N/R | — | — | — | $455K | 0.9% | |
| Institutional Class Prudential Investments Total Return Bond Fund, Class R6 N/R | — | — | — | $437K | 0.9% | |
| Undiscovered Managers Behavioral Value Fund, Class R6 N/R | — | — | — | $437K | 0.9% | |
| JP Morgan JPMorgan Mid Cap Growth R6 N/R | — | — | — | $427K | 0.9% | |
| PIMCO Income Fund Institutional N/R | — | — | — | $398K | 0.8% | |
| Class American Funds American Funds New World Fund, N/R | — | — | — | $363K | 0.7% | |
| Class R6 Federated Investors Opportunistic High Yield Bond Fund N/R | — | — | — | $345K | 0.7% | |
| Institutional Shares * Fidelity Investments Fidelity International Small Cap N/R | — | — | — | $238K | 0.5% | |
| Invesco Gold and Special Invesco Gold and Special Minerals N/R | — | — | — | $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 | — | — | — | $110K | 0.2% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |