# Pinnacle Home Care, INC. DC Plan
Source: https://planprovider.pro/companies/pinnacle-home-care-inc-plan

> Pinnacle Home Care, INC.'s DC plan: 766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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