Pinnacle Financial Services, Inc.
Shrewsbury, NJ
Pinnacle Financial Services, Inc. of Shrewsbury, NJ is the broker of record on 32 Form 5500 Schedule A filings covering 29 employer benefit plans across 15 states, with $331 in reported broker commissions (plan year 2025).
Quick answer
Pinnacle Financial Services, Inc. (Shrewsbury, NJ) is the broker of record for 29 employer benefit plan sponsors on 32 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pinnacle Financial Services, Inc. have?
- Pinnacle Financial Services, Inc. is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 15 states.
- Who are Pinnacle Financial Services, Inc.'s largest employer clients?
- By plan participants, the largest include Desert De Oro Foods, Inc. (5,218 participants), 1 Source Business Solutions, LLC (2,198 participants) and Abel Hr Inc. (1,019 participants).
- How much does Pinnacle Financial Services, Inc. earn in commissions?
- Insurers reported $331 in broker commissions and $1.3 million in fees paid to Pinnacle Financial Services, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Pinnacle Financial Services, Inc. located?
- Pinnacle Financial Services, Inc. is based in Shrewsbury, NJ and has employer clients in 15 states.
- How does Pinnacle Financial Services, Inc. rank among benefits brokers in New Jersey?
- Pinnacle Financial Services, Inc. ranks #30 by employer clients among the 50 most active benefits brokers based in New Jersey.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pinnacle Financial Services, Inc. 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 |
|---|---|---|---|
| Desert De Oro Foods, Inc. | AZ | 5,218 | 2025-12-31 |
| 1 Source Business Solutions, LLC | UT | 2,198 | 2025-12-31 |
| Abel Hr Inc. | NJ | 1,019 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New Jersey
- James R Nelligan & Associates LLC: 1,405 employer clients, $17,265,397 reported commissions (Wall)
- Custom Benefit Programs Inc: 588 employer clients, $191,663,158 reported commissions (Hammonton)
- Marsh & Mclennan: 618 employer clients, $7,566,603 reported commissions (Saddle Brook)
- Corporate Synergies Group LLC: 360 employer clients, $29,895,700 reported commissions (Camden)
- World Insurance Associates LLC: 172 employer clients, $18,830,687 reported commissions (Iselin)
- Donald C Savoy Inc: 175 employer clients, $2,180,118 reported commissions (Berkeley Heights)
- Conner Strong & Buckelew: 170 employer clients, $10,661,667 reported commissions (Camden)
- James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)
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.