Plan Snapshot
- Plan Sponsor: Pinnacle Live LLC
- Sponsor EIN: 874027514
- Sponsor Address: 1500 WEST SHURE DRIVE, SUITE 100, ARLINGTON HEIGHTS, IL, 60004
- Plan Type: 401(k)
- Total Participants: 1,172
- Total Assets: $11.2M
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 | 1,172 | $11.2M | $623,263 | $1.8M |
| 2023 | 143 | $3.1M | $259,216 | $769,329 |
| 2022 | 35 | $533,450 | $65,346 | $198,323 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $13,900 | — | $13,900 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,900
- Estimated Expense Ratio: 0.124% 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 | $38,809 | $19,506 | $5,369 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |