PINNACLE FINANCIAL SERVICES, INC.
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served69+2 YoYRank #289 of mapped providers
Assets under administration$24.0B0.0%Market share · rank #559
Fees received$2MMedian $20,834/planSum across Schedule C direct + indirect
Net wins YoY+213 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PINNACLE FINANCIAL SERVICES, INC. plan look like?
Service mix · median fees per plan
Count of plans where PINNACLE FINANCIAL SERVICES, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 28 | $15,947 | |
Other fees; Investment advisory (plan)Code 27 | 16 | $17,717 | |
Other feesCode 99 | 7 | $25,000 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 5 | $7,504 | |
Direct payment from the plan; Consulting (general)Code 16 | 4 | $33,500 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Contract AdministratorCode 13 | 3 | $79,269 | |
Other services; Other fees; Other commissionsCode 49 | 3 | $44,791 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $6,715 |
Competitor overlap
Percent of PINNACLE FINANCIAL SERVICES, INC.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PINNACLE FINANCIAL SERVICES, INC..
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | EBERTS & HARRISON | $20.4B |
NORCO, INC.ID · 820277763-001 | PINNACLE PENSION SERVICES | $100M |
BOARD OF TRUSTEES, WESTERN REGION NWA · 330670046-333 | BUCKINGHAM STRATEGIC PARTNERS | $55M |
VERICO TECHNOLOGY LLCNH · 020415170-001 | PINNACLE PENSION | $28M |
ARION BLUE, LLCTX · 824209144-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $26M |
DOMINION SOLUTIONS, INC. FKA DOMINION GRAPHIC SERVICESVA · 582351445-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $13M |
PRINT & GRAPHIC COMMUNICAOTN ASSOCINY · 161037029-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $11M |
ACDS, INC.NY · 237175975-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $4M |
CHALLENGE INDUSTRIES, INC.NY · 160956917-002 | MUTUAL OF AMERICA INVESTMENT CORP | $2M |
MCR LABS LLCMA · 463124709-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under PINNACLE FINANCIAL SERVICES, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SENIOR LIFESTYLE CORPORATIONIL · 363398105-002 | ADP BROKER-DEALER | $31M |
FOX VALLEY TOOL & DIE, INC.WI · 391137755-001 | PRINCIPAL LIFE INSURANCE COMPANY | $23M |
NETBRAIN TECHNOLOGIES, INC.MA · 050611033-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $21M |
KORBER PHARMA, INC.ND · 541726108-003 | PINNACLE WEALTH PLANNING SERVICES | $16M |
COMFORT WINDOW CO., INC.NY · 161263149-001 | PINNACLE INVESTIMENTS, LLC | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $44,400 | 1y | - |
PLAN PROFESSIONALS, LLCNJ · 853213245-002 | $611M | 19,193 | $6,600 | 1y | 2 |
HAYNES AND BOONE, LLPTX · 751312888-002 | $360M | 1,626 | $7,082 | 4y | 1 |
GEI CONSULTANTS, INC.MA · 042468348-001 | $266M | 1,576 | $32,000 | 10y | 1 |
BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORSNY · 516052602-001 | $249M | 1,893 | $30,000 | 10y | - |
EMPLOYER FLEXIBLETX · 274406361-333 | $215M | 13,349 | $176,998 | 10y | 2 |
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.IL · 362369301-333 | $136M | 5,065 | $166,573 | 7y | 2 |
EMPLOYER SERVICES CORPORATIONNY · 161479373-003 | $134M | 3,960 | $148,525 | 7y | 1 |
TEXO ABC-AGC, INC.TX · 320274111-002 | $117M | 7,018 | $75,722 | 6y | 1 |
EMPOWER HR, LLCAZ · 391962784-333 | $115M | 9,928 | $254,433 | 9y | 2 |
Flag exposure
85.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (47)
Raw Schedule C names collapsed into PINNACLE FINANCIAL SERVICES, INC..
- PINACLE FINANCIAL
- PINNACLE ADVISORY
- PINNACLE AN NPPG COMPANY
- PINNACLE BACK ATTN TRUST OPERATIONS
- PINNACLE DERMATOLOGY MANAGEMENT LLC
- PINNACLE ECONOMICS
- PINNACLE FIANCIAL SERVICES
- PINNACLE FINANCIAL
- PINNACLE FINANCIAL ADVISOR
- PINNACLE FINANCIAL GOUP
- PINNACLE FINANCIAL GROUP
- PINNACLE FINANCIAL SERIVCES, INC.
- PINNACLE FINANCIAL SERVCES, INC
- PINNACLE FINANCIAL SERVICE, INC
- PINNACLE FINANCIAL SERVICE, INC.
- PINNACLE FINANCIAL SERVICES
- PINNACLE FINANCIAL SERVICES , INC
- PINNACLE FINANCIAL SERVICES , INC.
- PINNACLE FINANCIAL SERVICES AN NPPG
- PINNACLE FINANCIAL SERVICES CORP
- PINNACLE FINANCIAL SERVICES INC
- PINNACLE FINANCIAL SERVICES INC.
- PINNACLE FINANCIAL SERVICES, IN.
- PINNACLE FINANCIAL SERVICES, INC
- PINNACLE FINANCIAL SERVICES, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PINNACLE FINANCIAL SERVICES, INC.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 5 | 7.25% | 7.76% | -0.52 pp |
| Fidelity bond gap | 2 | 2.90% | 26.94% | -24.04 pp |
| Late contributions | 34 | 49.28% | 1.71% | +47.56 pp |
| Failed to provide benefit | 2 | 2.90% | 0.14% | +2.76 pp |
| Corrective distributions | 25 | 36.23% | 1.76% | +34.47 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PINNACLE FINANCIAL SERVICES, INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).