Plan Snapshot
- Plan Sponsor: Pinnacle Asset Integrity
- Sponsor EIN: 900859201
- Sponsor Address: 1 PINNACLE WAY, PASADENA, TX, 77504
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 267 | $34.9M | $488,477 | $2.2M |
| 2023 | 346 | $32.8M | $716,618 | $2.6M |
| 2022 | 455 | $28.1M | $950,046 | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $16,678 | — | $16,678 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $14,616 | — | $14,616 |
| MORNINGSTAR | Recordkeeper | — | $5,035 | $5,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,329
- Estimated Expense Ratio: 0.104% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $31,294 | $16,944 | $12,850 | — | — |
| 2023 | $23,757 | $13,532 | $8,375 | — | — |
| 2022 | $28,339 | — | — | — | — |