Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Healthcare, LLC401(k)

PINNACLE HEALTHCARE, LLC 401(K) PLAN · CROWN POINT, IN · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Pinnacle Healthcare, LLC reported $36,112 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,672 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 3 years on file its reported administrative ratio has held roughly steady near 0.904%. 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 Indiana (1,210th of 1,562), and 8,244th of 11,911 in health care & social assistance. In 2024, employees put in $2.54 for every $1.00 the employer contributed; active participation has shrunk from 154 to 102 since 2022.

Plan summary
Net assets, end of year$4,459,804
Participants with balances143
Active participants102
Employer contributions$170,593
Employee contributions$433,544
Employer contribution per active participant$1,672
Average account balance$31,187
Benefits paid to participants$230,868
Plan auditUnmodified (clean) audit opinion
AuditorAPPLEGATE AND COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 143 accts · $171K emplr
2023$3.5M · 150 accts · $171K emplr
2022$2.5M · 151 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,577
Trustee / custodial$33,535
Total administrative$36,112
The Pinnacle Healthcare, LLC 401(k) match · 2024
Employer contribution per active participant$1,672
Median for plans this size$1,313
2024$1,672 per active participant
2023$1,570 per active participant
2022$1,113 per active participant

Pinnacle Healthcare, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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
OLD NATIONAL BANK · Trustee$36,113

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

Administrative cost history3
2024$36,112 · 0.90%
2023$21,333 · 0.71%
2022$23,291 · 0.90%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Bierman Aba, Inc IN$4.7M · 0.26%
Hopewell Center, Inc. IN$4.2M · 0.53%
Wabash Center, Inc. IN$4.2M · 0.48%
Suburban Home Health IN$4.1M · 0.84%
Tradewinds Services, Inc. IN$4.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202459247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.