Plan Snapshot
- Plan Sponsor: Pinnacle Employee Services, LLC
- Sponsor EIN: 471368882
- Sponsor Address: 5845 WIDEWATERS PARKWAY, EAST SYRACUSE, NY, 13057
- Plan Type: 401(k)
- Total Participants: 2,521
- 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 | 2,521 | $34.9M | $1.2M | $3.4M |
| 2023 | 1,977 | $25.8M | $944,238 | $2.5M |
| 2022 | 1,043 | $15.4M | $624,266 | $1.7M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $22,482 | — | $22,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,482
- Estimated Expense Ratio: 0.064% 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 | $80,495 | $180 | — | $22,482 | — |
| 2023 | $73,262 | — | — | $19,200 | — |
| 2022 | $44,212 | — | — | — | $14,250 |