Original filing (PDF)20250908164249NAL0019475985001

PINNACLE BUSINESS MANAGEMENT GROUP, INC.

Name: PINNACLE BUSINESS MANAGEMENT GROUP, INC. — PBM GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PINNACLE BUSINESS MANAGEMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

PBM GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PINNACLE BUSINESS MANAGEMENT GROUP, INC.

EIN

85-4395437

Address

9400 W MAPLE COURT · WEST ALLIS, WI · 53214

Phone

(414) 305-6759

Industry

Professional & Technical Servicessee all

Plan administrator