Plan Snapshot
- Plan Sponsor: Pinnacle Exhibits, INC.
- Sponsor EIN: 800926929
- Sponsor Address: 7090 NE WESTMARK DRIVE, HILLSBORO, OR, 97124
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $30.5M
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 | 301 | $30.5M | $1.2M | $2.3M |
| 2023 | 289 | $23.6M | $1.1M | $2.0M |
| 2022 | 266 | $18.9M | $858,885 | $1.6M |
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 TRUST COMPANY LLC | RECORDKEEPER | $35,299 | — | $35,299 |
| RAYMOND JAMES FINANCIAL | INVESTMENT MANAGEMENT | $30,816 | — | $30,816 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK TRUST COMPANY LLC — RECORDKEEPER
- RAYMOND JAMES FINANCIAL — INVESTMENT MANAGEMENT
- 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: $66,115
- Estimated Expense Ratio: 0.217% 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 | $66,115 | $30,816 | $32,712 | — | — |
| 2023 | $58,858 | $26,183 | $31,035 | — | — |
| 2022 | $60,908 | $19,616 | $23,847 | — | — |