Plan Snapshot
- Plan Sponsor: Pinnacle Healthcare, LLC
- Sponsor EIN: 202459247
- Sponsor Address: 9301 CONNECTICUT DR., CROWN POINT, IN, 46307
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 102 | $4.5M | $170,593 | $433,544 |
| 2023 | 109 | $3.5M | $171,144 | $439,544 |
| 2022 | 154 | $2.5M | $171,393 | $459,399 |
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 |
|---|---|---|---|---|
| OLD NATIONAL BANK | NONE | $36,113 | — | $36,113 |
| APPLEGATE AND COMPANY, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,113
- Estimated Expense Ratio: 0.810% 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 | $36,112 | — | — | — | — |
| 2023 | $21,333 | — | — | — | — |
| 2022 | $23,291 | — | — | — | — |