Plan Snapshot
- Plan Sponsor: Upmc Pinnacle
- Sponsor EIN: 251778658
- Sponsor Address: P.O. BOX 8700, HARRISBURG, PA, 171058700
- Plan Type: 401(k)
- Total Participants: 1,089
- Total Assets: $80.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,089 | $80.6M | $0 | $0 |
| 2023 | 977 | $77.6M | $0 | $0 |
| 2022 | 1,031 | $71.8M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $69,452 | — | $69,452 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $31,257 | — | $31,257 |
| RESOURCES INVESTMENT ADVISORS INC | Recordkeeper | $6,364 | — | $6,364 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- RESOURCES INVESTMENT ADVISORS INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,073
- Estimated Expense Ratio: 0.133% 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 | $107,073 | $6,364 | $31,257 | — | — |
| 2023 | $195,942 | $73,230 | $121,799 | $94 | — |
| 2022 | $221,463 | $77,401 | $129,243 | — | $14,619 |