Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
PINNACLE FINANCIAL GROUP, INC.
EIN 47-2623474Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$837K assets
Welfare
0
Participants
39
2101 GAITHER ROAD, SUITE 620 - ROCKVILLE, MD 20850301-652-4700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $837K assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PINNACLE FINANCIAL GROUP, INC. 401(K) PLAN
401k
Assets$613K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PINNACLE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$224K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PINNACLE FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $613K | 13 | 2025 | |
| 001 | PINNACLE FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $224K | 26 | 2025 |
Retirement plans