Plan Snapshot
- Plan Sponsor: Pinnacle Oil Holdings, LLC
- Sponsor EIN: 263085119
- Sponsor Address: 8175 ALLISON AVE, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $5.5M
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 | 156 | $5.5M | $289,626 | $454,720 |
| 2023 | 136 | $4.4M | $258,318 | $427,661 |
| 2022 | 130 | $3.6M | $242,691 | $430,339 |
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 |
|---|---|---|---|---|
| BLUE AND CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE AND CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $53,270 | $25,492 | $23,308 | — | — |
| 2023 | $43,427 | $20,450 | $18,931 | — | — |
| 2022 | $36,004 | $17,824 | $15,529 | — | — |