Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Clinical Research, LLC401(k)

PINNACLE CLINICAL RESEARCH 401(K) PROFIT SHARING PLAN AND TRUST · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Pinnacle Clinical Research, LLC reported $24,223 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $2,625 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 1.05% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,391st of 5,688), and 8,766th of 11,911 in health care & social assistance. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,698,714
Participants with balances202
Active participants189
Employer contributions$496,112
Employee contributions$593,190
Employer contribution per active participant$2,625
Average account balance$18,310
Benefits paid to participants$502,762
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.7M · 202 accts · $496K emplr
2023$2.6M · 209 accts · $294K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,637
Investment management$9,586
Total administrative$24,223
The Pinnacle Clinical Research, LLC 401(k) match · 2024
Employer contribution per active participant$2,625
Median for plans this size$1,313
2024$2,625 per active participant
2023$1,970 per active participant

Pinnacle Clinical Research, LLC's 2024 employer contribution ran above the $1,313 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.

Service providers · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$14,772
MMA SECURITIES, LLC · Consulting$9,451

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$24,223 · 0.77%
2023$20,935 · 1.05%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Tots in Tow LLC TX$3.8M · 0.28%
Caraday Healthcare, LLC TX$3.7M · 1.94%
Burmont, Inc. TX$3.6M · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920289832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.