Pinnacle Advisor Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pinnacle Advisor Group, INC.
  • Sponsor EIN: 204042939
  • Sponsor Address: 2851 SOUTH PIKE AVENUE, ALLENTOWN, PA, 18103
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $294,784

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$294,784$21,447$80,358
20236$162,413$19,358$74,756
20225$50,923$9,623$41,208

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