Plan Snapshot
- Plan Sponsor: Pinnacle West Capital Corporation
- Sponsor EIN: 860512431
- Sponsor Address: PO BOX 53999, PHOENIX, AZ, 850723999
- Plan Type: DB
- Total Participants: 6,307
- Total Assets: $3.1B
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 | 6,307 | $3.1B | $0 | $0 |
| 2023 | 6,044 | $3.3B | $0 | $0 |
| 2022 | 5,824 | $3.2B | $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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE — 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 | $10,362,183 | $7,215,133 | $1,103,145 | — | — |
| 2023 | $12,320,173 | $8,660,625 | $1,410,964 | — | — |
| 2022 | $11,244,867 | $8,717,771 | — | — | $1,224,063 |