Plan Snapshot
- Plan Sponsor: Pinnacle Technical Resources, INC.
- Sponsor EIN: 752674696
- Sponsor Address: 10670 NORTH CENTRAL EXPY, SUITE 600, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 2,715
- Total Assets: $49.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,715 | $49.4M | $287,842 | $7.7M |
| 2023 | 2,029 | $38.8M | $268,776 | $6.3M |
| 2022 | 2,199 | $29.6M | $191,981 | $5.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $198,046 | $64,982 | — | — | — |
| 2023 | $161,818 | $46,251 | — | — | — |
| 2022 | $147,237 | — | — | — | — |