Plan Snapshot
- Plan Sponsor: Pinnacle West Capital Corporation
- Sponsor EIN: 860512431
- Sponsor Address: PO BOX 53999, PHOENIX, AZ, 850723999
- Plan Type: Health & Welfare
- Plan Number: 531
- Total Participants: 0
- Total Assets: $76.1M
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 | 0 | $76.1M | $12.3M | $0 |
| 2023 | 0 | $81.8M | $11.3M | $0 |
| 2022 | 0 | $81.5M | $10.9M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $123,508 | — | $123,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,508
- Estimated Expense Ratio: 0.162% 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 | $123,508 | — | — | — | — |
| 2023 | $131,206 | — | — | — | — |
| 2022 | $126,805 | — | — | — | $126,805 |