Plan Snapshot
- Plan Sponsor: Pinnacle Physicians, P.C.
- Sponsor EIN: 455341589
- Sponsor Address: 339 EAST STREET ROAD, TREVOSE, PA, 19053
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $17.0M
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 | 181 | $17.0M | $300,132 | $717,993 |
| 2023 | 173 | $13.9M | $313,917 | $662,907 |
| 2022 | 173 | $11.1M | $314,890 | $614,634 |
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 O | RECORDKEEPER | $49,637 | — | $49,637 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $45,317 | — | $45,317 |
| THE MANDMARBLESTONE GROUP LLC | THIRD PARTY ADMINISTRATO | $1,350 | $10,000 | $11,350 |
| BARATZ & ASSOCIATES, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ & ASSOCIATES, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,304
- Estimated Expense Ratio: 0.624% 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 | $94,359 | — | $47,692 | — | — |
| 2023 | $79,949 | $36,877 | — | — | — |
| 2022 | $79,766 | $34,960 | $44,156 | — | $650 |