Plan Snapshot
- Plan Sponsor: Pinnergy, Ltd.
- Sponsor EIN: 752409786
- Sponsor Address: 2801 VIA FORTUNA, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 718
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 718 | $10.8M | $0 | $0 |
| 2024 | 536 | $9.2M | $155,211 | $885,955 |
| 2023 | 479 | $7.9M | $161,490 | $857,561 |
| 2022 | 439 | $6.6M | $150,617 | $818,790 |
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 |
|---|---|---|---|---|
| PLANCHECK CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHECK CPAS, LLC — 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 |
|---|---|---|---|---|---|
| 2025 | $49,632 | $39,728 | — | — | — |
| 2024 | $47,571 | $35,458 | — | — | — |
| 2023 | $41,053 | $30,197 | — | — | — |
| 2022 | $42,946 | — | — | — | — |