# Pinnacle Healthcare, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pinnacle-healthcare-llc-401k-plan

> Pinnacle Healthcare, LLC's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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