# Pinnacle West Capital Corporation DB Plan
Source: https://planprovider.pro/companies/pinnacle-west-capital-corporation-plan-001

> Pinnacle West Capital Corporation's DB plan: 6,307 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:** 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|

| JP MORGAN INVESTMENT MGMT|NONE|$1,312,271|—|$1,312,271|

| NISA INVESTMENT ADVISORS LLC|NONE|$1,269,552|—|$1,269,552|

| FIDELITY INV INST OPS CO|NONE|$960,523|—|$960,523|

| BLACKROCK FINANCIAL MANAGEMENT, INC|NONE|$771,763|—|$771,763|

| COLUMBIA THREADNEEDLE|NONE|$550,592|—|$550,592|

| WELLINGTON MANAGEMENT COMPANY LLP|NONE|$540,898|—|$540,898|

| INCOME RESEARCH + MANAGEMENT|NONE|$539,418|—|$539,418|

| STATE STREET GLOBAL ADVISORS TRUST|NONE|$460,917|—|$460,917|

| SEGAL BRYANT & HAMILL|NONE|$399,023|—|$399,023|

| MORGAN STANLEY INVESTMENT MGMT INC.|NONE|$371,871|—|$371,871|

| LEGAL & GENERAL INVST MGMT AMERICA|NONE|$334,476|—|$334,476|

| WILLIAM BLAIR INVESTMENT MGMT, LLC|NONE|$277,543|—|$277,543|

| JANUS CAPITAL MANAGEMENT LLC|NONE|$156,129|—|$156,129|

| BOSTON PARTNERS GLOBAL INVEST, INC.|NONE|$153,868|—|$153,868|

| MERCER INVESTMENTS LLC|NONE|$142,622|—|$142,622|

| WILLIS TOWERS WATSON US LLC|NONE|$130,200|—|$130,200|

| MFS INSTITUTIONAL ADVISORS, INC|NONE|$76,811|—|$76,811|

| SNELL AND WILLMER|NONE|$29,502|—|$29,502|

| DELOITTE & TOUCHE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JP MORGAN INVESTMENT MGMT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FIDELITY INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — NONE

- [COLUMBIA THREADNEEDLE](https://planprovider.pro/provider/ameriprise-financial-services-llc) — NONE

- [MORGAN STANLEY INVESTMENT MGMT INC.](https://planprovider.pro/provider/morgan-stanley) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [SNELL AND WILLMER](https://planprovider.pro/provider/snell-and-wilmer-llp) — NONE

- [DELOITTE & TOUCHE](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:** $8,477,979

- **Estimated Expense Ratio:** 0.274% 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|$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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pinnacle-west-capital-corporation-plan-001)

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