Pinnacle Advisory Group
Lawrenceburg, IN
Pinnacle Advisory Group of Lawrenceburg, IN is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $10,190 in reported broker commissions (plan year 2024).
Quick answer
Pinnacle Advisory Group (Lawrenceburg, IN) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Pinnacle Advisory Group have?
- Pinnacle Advisory Group is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Pinnacle Advisory Group's largest employer clients?
- By plan participants, the largest include Kohrs Lonnemann Heil Engineers, P.S.C. (114 participants).
- How much does Pinnacle Advisory Group earn in commissions?
- Insurers reported $10,190 in broker commissions paid to Pinnacle Advisory Group for plan year 2024, per Schedule A Part 1.
- Where is Pinnacle Advisory Group located?
- Pinnacle Advisory Group is based in Lawrenceburg, IN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pinnacle Advisory Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Kohrs Lonnemann Heil Engineers, P.S.C. | KY | 114 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.