Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Ent Alliance, LLC401(k)

PINNACLE ENT ALLIANCE, LLC 401(K) PROFIT SHARING PLAN · WAYNE, PA · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Pinnacle Ent Alliance, LLC reported $85,247 in plan administrative expenses for 2023: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,335 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 2 years on file its reported administrative ratio rose from 0.44% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,604th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,888th of 11,911 in health care & social assistance. In 2023, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 81 to 71 since 2022.

Plan summary
Net assets, end of year$18,533,370
Participants with balances111
Active participants71
Employer contributions$662,800
Employee contributions$586,781
Employer contribution per active participant$9,335
Average account balance$166,967
Benefits paid to participants$805,515
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$606K · 4 accts · $573K emplr
2023$18.5M · 111 accts · $663K emplr
2022$15.7M · 123 accts · $623K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$61,347
Investment management$23,900
Total administrative$85,247
The Pinnacle Ent Alliance, LLC 401(k) match · 2023
Employer contribution per active participant$9,335
Median for plans this size$2,440
2023$9,335 per active participant
2022$7,692 per active participant

Pinnacle Ent Alliance, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,500
LEVY WEALTH MANAGEMENT GROUP · Investment advisory (participants)$23,900

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 history3
2024$62,591 · 0.65%
2023$85,247 · 0.50%
2022$73,847 · 0.44%
Similar plansHealth Care & Social Assistance · Pennsylvania
Dunwoody Village Inc. PA$19.1M · 0.29%
Hope Enterprises, Inc. PA$19.0M · 0.48%
Invision Human Services PA$18.4M · 0.52%
Union Community Care PA$18.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202604678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.