Plan Snapshot
- Plan Sponsor: Pinnacle Orthopaedics & Sports Medicine Specialists, LLC
- Sponsor EIN: 582293749
- Sponsor Address: 300 TOWER RD NE STE 101, MARIETTA, GA, 300609403
- Plan Type: DB
- Total Participants: 0
- Total Assets: $20,537
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $20,537 | $87,000 | $0 |
| 2023 | 143 | $6.3M | $812,000 | $0 |
| 2022 | 143 | $5.0M | $75,000 | $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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $173,067 | $57,065 | — | — | — |
| 2023 | -$61,254 | $54,746 | — | — | — |
| 2022 | $52,574 | $52,574 | — | — | — |