# Pinnacle West Capital Corporation 401(k) Plan
Source: https://planprovider.pro/companies/pinnacle-west-capital-corporation-860748214-524

> Pinnacle West Capital Corporation's 401(k) plan: 0 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:** 860748214

- **Sponsor Address:** PO BOX 53999, PHOENIX, AZ, 850043902

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

- **Plan Number:** 524

- **Total Participants:** 0

- **Total Assets:** $381.8M

## 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|$381.8M|$0|$0|

| 2023|0|$397.5M|$0|$0|

| 2022|0|$400.2M|$0|$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|

| NISA INVESTMENT ADVISORS, LLC|Other Service Provider|$188,146|—|$188,146|

| MERCER INVESTMENTS LLC|Investment Advisor|$50,201|—|$50,201|

| FID INV INST OPS CO.|Recordkeeper|$34,110|—|$34,110|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$5,757|—|$5,757|

### Verified Provider Profiles

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

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $278,214

- **Estimated Expense Ratio:** 0.073% 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|$278,135|$188,146|$84,311|—|—|

| 2023|$264,346|$193,260|—|—|—|

| 2022|$233,053|$189,633|—|—|$43,420|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pinnacle-west-capital-corporation-860748214-524)

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