# Pinnacle Clinical Research, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pinnacle-clinical-research-llc-401k-plan

> Pinnacle Clinical Research, LLC's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pinnacle Clinical Research, LLC

- **Sponsor EIN:** 920289832

- **Sponsor Address:** 5109 MEDICAL DRIVE, SUITE 200, SAN ANTONIO, TX, 78229

- **Plan Type:** 401(k)

- **Total Participants:** 189

- **Total Assets:** $3.7M

## 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|189|$3.7M|$496,112|$593,190|

| 2023|149|$2.6M|$293,592|$372,485|

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$14,772|—|$14,772|

| MMA SECURITIES, LLC|RETAINED BY EMPLOYER|$9,451|—|$9,451|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,223

- **Estimated Expense Ratio:** 0.655% 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|$24,223|$9,586|$14,637|—|—|

| 2023|$20,935|$1,129|$19,806|—|—|

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