# Pinnacle West Capital Corporation 401(k) Plan
Source: https://planprovider.pro/companies/pinnacle-west-capital-corporation-401k-plan

> Pinnacle West Capital Corporation's 401(k) plan: 6,358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pinnacle West Capital Corporation

- **Sponsor EIN:** 860512431

- **Sponsor Address:** PO BOX 53999, PHOENIX, AZ, 850723999

- **Plan Type:** 401(k)

- **Total Participants:** 6,358

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|6,358|$1.6B|$27.0M|$78.4M|

| 2023|6,085|$1.5B|$24.8M|$71.4M|

| 2022|5,820|$1.3B|$23.4M|$67.4M|

## 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|

| FINANCIAL ENGINES|ADVISOR|$924,694|—|$924,694|

| FID INV INST OPS CO|RECORDKEEPER|$462,394|—|$462,394|

| EDELMAN FINANCIAL ENGINES, LLC|ADVISOR|$19,980|—|$19,980|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,407,068

- **Estimated Expense Ratio:** 0.087% 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|$2,452,781|$1,821,773|$4,800|—|—|

| 2023|$2,375,178|$1,767,521|$6,300|—|—|

| 2022|$2,496,391|$916,190|—|—|—|

## Similar Plans

- [Pinnacle West Capital Corporation](https://planprovider.pro/companies/pinnacle-west-capital-corporation-plan-001) — 6,307 participants

- [Viad Corp](https://planprovider.pro/companies/viad-corp-401k-plan) — 2,398 participants

- [Yam Management, LLC](https://planprovider.pro/companies/yam-management-llc-401k-plan) — 889 participants

- [Transact Campus](https://planprovider.pro/companies/transact-campus-401k-plan) — 481 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pinnacle-west-capital-corporation-401k-plan)

© 2026 PlanProvider.Pro