# Pinnacle Physicians, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/pinnacle-physicians-p-c-401k-plan

> Pinnacle Physicians, P.C.'s 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baratz-and-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|

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