Plan Snapshot
- Plan Sponsor: Pinnacle Mep Intermediate Holdco LLC
- Sponsor EIN: 871813165
- Sponsor Address: 100 MAPLE PARK BLVD., ST. CLAIRE SHORES, MI, 48081
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 440 | $15.4M | $487,076 | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $37,027 | — | $37,027 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $23,724 | — | $23,724 |
| CAPITAL PENSION GROUP, LLC DBA | THIRD PARTY ADMINISTRATO | $11,031 | — | $11,031 |
| 338 INVESTMENT FIDUCIARIES INC | OTHER | $6,382 | — | $6,382 |
| COHEN & COMPANY LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,164
- Estimated Expense Ratio: 0.506% 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 | $75,764 | $23,724 | — | — | — |