Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Pinnacle Financial Services, Inc.
Pinnacle Financial Services, Inc.
- Service provider, as named on Schedule C
- EIN 592438373
- Plan year 2024
- Direct compensation reported $1,342,182
Assets of those plans
$1,903,265,280
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
28
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,342,182
97% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 28 |
| 64 | Recordkeeping fees | 26 |
| 37 | Participant loan processing | 26 |
| 99 | Other fees | 1 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| AGC Select 401(k) PEPrecordkeeper | Plan Professionals | $610,534,700 | 10,079 | $6,600 |
| Employer Flexible 401(k) Planrecordkeeper | Employer Flexible | $215,367,350 | 4,861 | $176,998 |
| Marine Industry Retirement Planrecordkeeper | National Marine Manufacturers Association | $136,192,495 | 3,410 | $166,573 |
| Employer Services Corporation's 401(k) Retirement Planrecordkeeper | Employer Services | $133,717,099 | 2,486 | $148,525 |
| Texo Members 401(k) Planrecordkeeper | Texo Abc-agc | $117,075,362 | 2,149 | $75,722 |
| Empower HR Retirement Savings Planrecordkeeper | Empower HR | $114,765,592 | 3,715 | $254,433 |
| Western Region Neca 401(k) Planrecordkeeper | Board of Trustees Western Region N | $55,417,515 | 556 | $2,200 |
| ABC of Delaware 401(k) Planrecordkeeper | Associated Builders and Contractors Inc. Delaware Chapter | $55,182,402 | 868 | $38,612 |
| Montana Health Network 401(k) Planrecordkeeper | Montana Health Network | $53,208,168 | 1,181 | $20,834 |
| The Argent Wealth PEPrecordkeeper | Plan Professionals | $52,259,292 | 1,326 | $55,320 |
| Leisure Care 401(k) Planrecordkeeper | Leisure Care | $45,121,473 | 2,959 | $50,581 |
| JA USA 401(k) Planrecordkeeper | Junior Achievement USA | $43,041,226 | 967 | $32,238 |
| 1 Source Business Solutions 401(k) Planrecordkeeper | 1 Source Business Solutions | $41,507,040 | 1,077 | $29,658 |
| Allpro Corporation 401(k) Retirement Planrecordkeeper | Allpro | $28,801,426 | 910 | $0 |
| Arion Blue Retirement Planrecordkeeper | Arion Blue | $26,081,807 | 313 | $2,627 |
| Medical Society of Delaware 401(k) Profit Sharing Planrecordkeeper | Medical Society of Delaware | $20,945,295 | 200 | $11,049 |
| Toyota Tsusho America, Inc. Enterprise Multiple Employer Planrecordkeeper | Toyota Tsusho America | $19,204,811 | 1,350 | $37,305 |
| BLD Connection 401k Multiple Employer Planrecordkeeper | BLD Connection | $17,092,007 | 230 | $9,783 |
| Integra Realty Resources 401(k) Retirement Plan | Integra Realty Resources | $16,458,883 | 157 | $25,613 |
| Integrated Employer Solutions 401(k) Planrecordkeeper | Integrated Employer Solutions | $14,723,634 | 432 | $675 |
| Aperion Care 401(k) & Profit Sharing Planrecordkeeper | Aperion Care | $13,812,204 | 766 | $13,700 |
| AGC of Oklahoma 401(k) Retirement Planrecordkeeper | Oklahoma Chapter Builders Division of AGC of America | $13,188,057 | 438 | $10,871 |
| Construction Industry 401k Planrecordkeeper | Builders Exchange of the Southern Tier | $12,449,085 | 192 | $8,014 |
| Print and Graphics Retirement Planrecordkeeper | Print & Graphic Communicaotn Associ | $11,469,487 | 238 | $18,193 |
| Alabama AGC 401(k) Multiple Employer Planrecordkeeper | Alabama Associated General Contractors | $10,422,015 | 188 | $7,331 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.