Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Actuarial Resources, Inc.401(k)

PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST · BLOOMINGTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Pinnacle Actuarial Resources, Inc. reported $1,188 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,757 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.004% to 0.003%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,072nd-largest of 3,702 plans among Illinois employers on file, and the 3,224th of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,238,713
Participants with balances136
Active participants95
Employer contributions$1,021,917
Employee contributions$1,363,598
Employer contribution per active participant$10,757
Average account balance$303,226
Benefits paid to participants$834,223
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$41.2M · 136 accts · $1.0M emplr
2023$34.1M · 137 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,188
Total administrative$1,188
The Pinnacle Actuarial Resources, Inc. 401(k) match · 2024
Employer contribution per active participant$10,757
Median for plans this size$2,416
2024$10,757 per active participant
2023$11,621 per active participant

Pinnacle Actuarial Resources, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$1,188 · 0.00%
2023$1,088 · 0.00%
Similar plansProfessional & Technical Services · Illinois
Freedom Solutions Group LLC IL$42.7M · 0.33%
Primera Engineers, LTD IL$41.8M · 0.27%
Harrison LLP IL$41.7M · 0.18%
Patrick Engineering, Inc. IL$40.8M · 0.30%
Rtm & Associates, Inc. IL$39.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113669570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.