Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Home Care, Inc.401(k)

PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN · SPRING HILL, FL · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Pinnacle Home Care, Inc. reported $65,269 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,799 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 5 years on file its reported administrative ratio rose from 0.17% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,556th-largest of 3,644 plans among Florida employers on file, and the 5,076th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 106 to 766 since 2019.

Plan summary
Net assets, end of year$12,293,595
Participants with balances436
Active participants766
Employer contributions$1,378,184
Employee contributions$2,506,074
Employer contribution per active participant$1,799
Average account balance$28,196
Benefits paid to participants$864,967
Plan auditUnmodified (clean) audit opinion
Plan history5
Yearassets · accounts · employer contribution
2024$12.3M · 436 accts · $1.4M emplr
2022$6.2M · 264 accts · $709K emplr
2021$5.2M · 175 accts · $446K emplr
2020$3.7M · 125 accts · $190K emplr
2019$3.3M · 61 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,190
Total administrative$65,269
The Pinnacle Home Care, Inc. 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$2,416
2024$1,799 per active participant
2022$1,608 per active participant
2021$1,577 per active participant
2020$1,011 per active participant
2019$944 per active participant

Pinnacle Home Care, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
MERRILL LYNCH PIERCE FENNER SMITH I · Investment advisory (plan)$24,072
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$8,485

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

Administrative cost history5
2024$65,269 · 0.64%
2022$30,300 · 0.53%
2021$28,159 · 0.64%
2020$18,507 · 0.53%
2019$5,985 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Florida
The Chrysalis Center, Inc. FL$12.8M · 0.68%
Westminster Services, Inc. FL$12.5M · 0.77%
Operation Par, Inc. FL$12.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450502569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.