Plan Snapshot
- Plan Sponsor: Pinnacle Physicians, P.C.
- Sponsor EIN: 455341589
- Sponsor Address: 339 EAST STREET ROAD, FEASTERVILLE-TREVOSE, PA, 19053
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 78
- Total Assets: $155,305
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 | 78 | $155,305 | $866,476 | $588,772 |
| 2023 | 86 | $98,219 | $857,476 | $567,604 |
| 2022 | 87 | $33,071 | $718,764 | $424,180 |
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 |
|---|---|---|---|---|
| VILLANOVA HEALTH AGENCY, LLC | Investment Advisor | $32,806 | — | $32,806 |
| THE BENECON GROUP, LLC | Investment Advisor | $29,138 | — | $29,138 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $11,245 | — | $11,245 |
| STERLING BENEFITS, LLC | Investment Advisor | $10,904 | — | $10,904 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,093
- Estimated Expense Ratio: 54.147% 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 | $1,411,881 | — | — | — | — |
| 2023 | $1,138,886 | — | — | — | — |
| 2022 | $1,690,736 | — | — | — | — |