Plan Snapshot
- Plan Sponsor: Pinnacle Home Care, INC.
- Sponsor EIN: 450502569
- Sponsor Address: 5286 APPLEGATE DR, SPRING HILL, FL, 34606
- Plan Type: DC
- Total Participants: 766
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 766 | $12.3M | $1.4M | $2.5M |
| 2022 | 487 | $6.2M | $0 | $0 |
| 2021 | 321 | $5.2M | $0 | $0 |
| 2020 | 188 | $3.7M | $0 | $0 |
| 2019 | 106 | $3.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH I | INVESTMENT ADVISOR | $24,072 | — | $24,072 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | CONTRACT ADMIN | $8,485 | $4,465 | $12,950 |
| FREED MAXICK, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,022
- Estimated Expense Ratio: 0.301% 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 | $65,269 | — | $58,185 | — | — |
| 2022 | $30,300 | — | $30,300 | — | — |
| 2021 | $28,159 | — | $28,159 | — | — |
| 2020 | $18,507 | $9,889 | $8,138 | — | — |
| 2019 | $5,985 | $5,985 | — | — | — |